Wealth Enhancement acquires Financial Management Concepts
Wealth Enhancement Group has acquired Financial Management Concepts, led by founder and president Brian Fricke. The deal, whose financial terms…
Month: March 2022
RBC to acquire Brewin Dolphin for £1.6bn
Royal Bank of Canada (RBC) has brokered a deal to buy UK wealth manager Brewin Dolphin for £1.6bn ($2.1bn). The…
FE fundinfo bolsters European footprint with Funds360 acquisition
FE fundinfo has acquired the French fund data and solutions provider Funds360 from Euronext for an undisclosed amount. The acquired…
Barclays shuts new retail structured products sale in US following $15bn trading error
Barclays has suspended the sale of new retail structured products in the US in the aftermath of a $15bn trading…
Russian lender VTB’s London investment banking arm nears default
Understand the impact of the Ukraine conflict from a cross-sector perspective with the Global Data Executive Briefing: Ukraine Conflict VTB Capital,…
Revolut can breathe out: FCA extends cryptocurrency extension deadline
The FCA has given 12 cryptocurrency companies a stay of execution, despite registration deadline passing on March 31
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Santander accelerates ESG push with new appointments
Santander Wealth Management & Insurance (WM&I) division has appointed Laura Blanco as head of ESG strategy. In her new role,…
Creative Planning acquires $1.8bn RIA Emery Howard
US-based independent wealth management firm Creative Planning has acquired San Francisco Bay Area-based registered investment adviser (RIA) Emery Howard. Financial…