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mergers

Your profession

Phil Billingham on what the IFP-CISI merger means for financial planners

What does the merger of the IFP and CISI mean for UK financial planners?

clock 10 August 2015 •

Your profession

Board member, branch chairman, award winner: IFP members on CISI merger

PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI

clock 07 August 2015 •

Adviser tips

Consolidation: The changing shape of adviser mergers

The changing shape of adviser mergers

clock 28 May 2015 •

Technology

Mark Loosmore: Talking takeover? Then tech is vital

Mergers and acquisitions can bring huge business benefits, but firms' systems - not just their MDs - need to talk to each other...

clock 30 March 2015 •

Your profession

How to make money out of the Standard Life/Pearson deal

How advisers can make money out of the Standard Life/Pearson deal

clock 20 February 2015 •

Your profession

Firms merge to form £700m advice and discretionary business

Investment and financial planning businesses Jonathanfry and Easby Gale and Phillipson (EG&P) have completed a merger to form a company with offices across the North East and Yorkshire running £700m of clients' funds.

clock 18 February 2015 •

Wrap/platforms

7IM owners consider sale of business

The partners of Seven Investment Management (7IM) are considering selling the business, according to reports.

clock 09 February 2015 •

Your profession

A new buyer in town seeks a slice of the advice pie

A new buyer in town seeks a slice of the advice pie

clock 27 January 2015 •

Your profession

Engage Mutual merges with Family Investments

Mutuals Engage Mutual and Family Investments have merged, creating a group with a two million strong customer base.

clock 22 December 2014 •

Your profession

The hunted: Fresh trends in adviser acquisitions

The hunted: Fresh trends in adviser acquisitions

clock 23 October 2014 •
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