Perspective adds £220m AUM with double acquisition

Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.

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Wealth manager M&A soars to £137bn in 2022

Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).

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FCA to open door to more SPAC takeovers

The FCA confirmed today that it will consult on better protection for investors when Special Purpose Acquisitions Companies (SPACs) are used as takeover vehicles.

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Editor’s Comment: A contrarian Financial Planner's wise words

It was good to get to the CISI 2019 Financial Planning Conference in Birmingham this week and meet some old faces - always one of the highlights of these events for me.

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