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acquisition

Your profession

AFH extends fundraising drive as investment nears £2m

Financial planning and investment management firm AFH has secured £1.9m from investors through unsecured notes and extended its deadline to meet further demand from self-invested personal pension holders.

clock 16 December 2014 •

Your profession

The hunted: Fresh trends in adviser acquisitions

The hunted: Fresh trends in adviser acquisitions

clock 23 October 2014 •

Your profession

Sale price for adviser firms almost doubles in a year

The average sale price for adviser businesses has almost doubled in the last 12 months, according to figures on firms sold through broker Retiring IFA, and now stands at £693,425.

clock 17 September 2014 •

Your profession

Seven golden rules to buying an IFA practice

Seven golden rules to buying an IFA practice

clock 03 September 2014 •

Your profession

Beware Tony Tyre Kicker: The buyers to avoid when selling your business

Beware Tony Tyre Kicker: The buyers to avoid when selling your business

clock 20 August 2014 • 6 min read

Pensions

Ashcourt Rowan sells remaining SIPP business to Mattioli Woods

Wealth manager Ashcourt Rowan has sold its remaining SIPP and SSAS business to Mattioli Woods.

clock 11 August 2014 •

Pensions

Dentons acquires SIPP book from Michael Ambrose group

Dentons Pension Management has acquired the self-invested personal pension (SIPP) book from MAB Pensions, part of the Michael Ambrose group, the Leicester based financial advice and pension administration providers for an undisclosed sum.

clock 08 August 2014 •

Investment

Ingenious AM acquires Thurleigh IM

Ingenious Asset Management has completed its acquisition of Thurleigh Investment Managers.

clock 14 July 2014 • 1 min read

Technology

Mark Loosmore on the RDR: Demonstrating value 18 months on

With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.

clock 08 July 2014 • 3 min read

Investment

European Wealth hits acquisition trail as assets climb

AIM-listed wealth management group European Wealth reported a rise in assets of nearly a quarter in the first six months of the year.

clock 04 July 2014 • 1 min read
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