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.

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Lumin Wealth merges with Swiss provider

St Albans-based Financial Planning firm Lumin Wealth has merged with Swiss financial services provider VZ Group in order to boost organic growth and acquisition activity.

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CMA remains opposed to FNZ-GBST merger

The Competition and Markets Authority has provisionally found that platform engine FNZ’s £150m purchase of rival GBST would raise “significant competition concerns” following a review of the deal.

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MAC Financial acquires Isle of Man IFA

Financial Planning firm MAC Financial has acquired the business of Island Financial Solutions (IFS).

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