Fairstone inks fourth M&A deal of 2021
Deal brings around £100m in funds under management
Author: Robbie Lawther
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Mattioli Woods splashes out £143.5m on double swoop
Wealth manager plans £110m equity fundraise to finance acquisitions
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Walker Crips nabs double hire for Southampton office launch
Opening its 12th branch is a ‘continuation of our ambitious growth plans’
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FCA takes adviser to court over defrauding creditors
He is also accused of carrying out regulated activities without authorisation
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Swiss firm targets UK expansion with 50% stake in Lumin Wealth
VZ Group aims to gain ‘strategic foothold’ in the UK financial advice sector
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FCA sets out stronger protection rules for retail investors
Firms will have to follow the guidance or ‘face regulatory action’
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SJP academy grad on transitioning from professional footballer to financial adviser
Ex-Man Utd star joined the industry after he was given bad investment advice
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SJP announces second merger of partner firms in a week
As the wealth manager reports £135bn of funds under management in Q1 2021
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SJP partner firms combine forces in Midlands merger
‘We have come as far as we can with our current structure,’ says Shrewsbury advice business
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Government pledges £120m in compensation to scorned LCF investors
One investor defines ‘best outcome we could have hoped for’ as ‘hallelujah moment’
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Waverton adds £500m to AUM with Scottish adviser buy
Cornerstone Asset Management has offices in Edinburgh and Glasgow and about 1,000 clients
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James Hay changes M&A terms for Nucleus deal
Comes weeks after reports that Nucleus staff were unhappy with the original offer over fears of staff cuts
