St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
Author: Robbie Lawther
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Progeny completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
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Mattioli Woods buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration
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IFA group sets up adviser academy
Firm wants the profession ‘to appeal to a wide audience’
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Jersey-based Oakglen Wealth sets up UK operation
Firm hires a former Quilter Cheviot executive director to run the business
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Literacy Capital buys minority stake in wealth manager Cadro
In a bid to ‘support and accelerate the growth of the business’
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FCA to increase adviser fees to £94.6m
Regulator sets out its business plan for 2023-24 financial year
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SJP partner acquires Cambridgeshire-based wealth manager
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
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FCA and PRA launch Senior Managers and Certification Regime review
As Treasury also unveils a call for evidence on the regulation
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Administration-hit IFA and DFM businesses sold
There were four formal offers for Nexus IFA and Nexus Investment Managers
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FSCS backtracks on financial planning firm failure
As liabilities may fall onto another company that is still in business
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Schroders subsidiary buys Northern Ireland-based IFA firm
Deal is the company’s second acquisition in the country
