consolidation
Regulation
Advisers should consider selling their businesses within the next 18 months before prices offered by consolidators fall, according to a consultancy firm.
19 March 2013
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Your profession
IFA consolidator and wealth management business Bellpenny has received authorisation from the Financial Services Authority (FSA) today.
04 October 2012
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Your profession
An accounting write-down and the after effects of previous acquisitions resulted in a £1.9m pre-tax loss for Perspective Financial Group in 2011, although the consolidator's revenues were up 56%.
27 September 2012
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Your profession
Two more firms have joined Succession Advisory Services, adding £100m in funds under management (FUM) to the consolidation vehicle.
12 June 2012
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Your profession
Nottingham-based high net worth IFA Arden Court Group is to be acquired by discretionary wealth manager AFH Financial for an initial consideration of £362,000.
03 April 2012
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Your profession
Web Financial Services has acquired Bryant Kesek Financial Services (BKFS), as part of a five-year expansion plan.
07 February 2012
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Your profession
IFA consolidator Perspective Financial Group has acquired Gateshead-based adviser Vivienne Shepherd, and plans to integrate the practice into one of its existing Newcastle businesses, Rutherford Wilkinson.
30 January 2012
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Your profession
IFA consolidator Perspective Financial Group has raised a finance facility of £3.5m to fund further acquisitions.
23 January 2012
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