M&A

Investment

Warren Buffett bemoans lack of major acquisition opportunities

Annual letter to shareholders

clock 26 February 2019 • 2 min read

Companies

Perspective buys northwest England IFA Investment Principles

Second acquisition of 2019

clock 20 February 2019 • 1 min read

Your profession

Three more advice firms join Fairstone's DBO programme

'Downstream buy-out' initiative

clock 13 February 2019 • 1 min read

Companies

Harwood WM buys Castleton Financial Planning for £1.6m

Second purchase of financial year

clock 11 February 2019 • 1 min read

Companies

Fundamental Media acquires marketing consultancy Hooplot

Hooplot founder joins directors' board

clock 08 February 2019 • 1 min read

Companies

Quilter Private Client Advisers adds £130m AUA with double acquisition

Undisclosed purchase prices

clock 31 January 2019 • 1 min read

Companies

Galloway Whitfield becomes Perspective's first acquisition of 2019

Newcastle-based IFA

clock 28 January 2019 • 2 min read

Business models

Tim Sargisson: Is financial planning facing a succession crisis?

Three shifts in sector

clock 22 January 2019 • 3 min read

Investment

'A big job on his hands': Reaction to Jupiter hiring Formica as CEO

Takeover rumours continue

clock 22 January 2019 • 3 min read

Companies

Punter Southall acquires Dorset advice firm

Adds 24 staff, three offices and £275m AUA

clock 21 January 2019 • 1 min read