deal
Fairstone acquires majority stake in Allensons Mortgage Advisors
Consolidator Fairstone has acquired a majority stake in Wokingham-based Allensons Mortgage Advisors to support its growth strategy. Allensons focuses on…
Progeny snaps up Evolve Financial Planning
British wealth manager Progeny Group has acquired Evolve Financial Planning for an undisclosed sum. The deal takes Progeny’s assets under…
Wealth Enhancement Group to acquire Retirement Strategies
Minnesota-based Wealth Enhancement Group has agreed to acquire Retirement Strategies (RSI), a Florida-based independent financial advisory business, for an undisclosed…
Rayliant Global Advisors snaps up Henderson Rowe
Hong Kong-based quantitative investment manager Rayliant Global Advisors has acquired Henderson Rowe, a UK-based wealth management business. Financial terms of…