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.


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.


M&A could create more sustainable Planning profession

Increased consolidation among Financial Planning firms could create a more sustainable profession, according to a number of Financial Planners.


Royal London offers exclusive merger talks to LV=

Royal London confirmed today it was offering exclusive talks with fellow mutual LV= about a possible merger after a £530m bid by US private equity firm Bain Capital for LV= collapsed last week.

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