Page 5 - Ed Dymott News Today

An advice firm may be independent, but retaining this status through an acquisition process requires overcoming several challenges

Good morning and welcome to your Morning Briefing for Thursday 17 February, 2022. To get this in your inbox every morning click here. M&G buys TCF M&G has bought investment manager TCF Investment to become a provider of model portfolio services. The deal has been approved by the FCA. TCF will become part of

Benchmark Capital has launched an academy to help build successful careers in financial planning across a range of roles.

As it partners with training specialists Redmill Advance to deliver programme

It will take client assets to £2.1bn, with more deals in the pipeline

Benchmark Capital, part of the Schroders Group, has expanded its footprint in the UK with the completion of the acquisition of the remaining interest in Redbourne Wealth Management. This completes Benchmark Capital’s 26th acquisition of an independent financial advice firm.

It will take client assets to £2.1bn, with more deals in the pipeline

Benchmark Capital, part of the Schroders Group, has completed the acquisition of the remaining interest in Redbourne Wealth Management.

Mergers and acquisitions are a hot topic in every sector I have written about, and financial advice is no different.

Read the full digital edition here Cover feature The FCA plans to require advice firms to put themselves ‘in the shoes of customers’. Is the regulator getting its act together at last? Momodou Musa Touray investigates Editor’s view The success of the Consumer Duty will all come down to how the regulator intends to