Provider consolidation could test Planners in 2022

Mergers and acquisitions among asset managers and DFM providers could provide some unexpected headaches for Financial Planners in 2022.

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Expect more US PE-financed Planner deals in 2022

The Financial Planning market can expect to see increased interest in acquisitions from private equity firms in the first half of 2022, according to Tilney Smith & Williamson.

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Tavistock buys LEBC stake from founder's widow for £10m

Financial Planning and investment group Tavistock Investments has acquired a 21% stake in retirement-focused financial adviser LEBC from the founder's widow for £10m.

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M&G gets green light for Sandringham takeover 

Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.

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