Long-standing equity release provider Hodge is to exit the equity release and annuity markets by selling Hodge Life Assurance Company to a US firm.

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Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m. 

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Financial adviser Frenkel Topping has acquired two specialist clinical injury law firms for a total of £9m only a few months after revealing it was shifting its strategy away from acquiring adviser firms.

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The London Stock Exchange Group has completed its £20bn acquisition of global data provider Refinitiv in an all-share deal.

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North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

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Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

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National Financial Planner and wealth manager Perspective has revealed plans to acquire more than 10 adviser firms over the next few months after announcing its 39th acquisition today.

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US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.

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Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.

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Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.

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