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Companies

Aviva's adviser platform assets hit £50bn in 2024

Companies

Aviva's adviser platform assets hit £50bn in 2024

Provider’s platform net flows up by 104% to £4.3bn

clock 27 February 2025 • 2 min read
St James's Place posts near £400m profit for 2024

Companies

St James's Place posts near £400m profit for 2024

Historic ongoing service evidence review continues

clock 27 February 2025 • 3 min read
Rathbones profits surge 73% as it plans MPS and decumulation launches

Companies

Rathbones profits surge 73% as it plans MPS and decumulation launches

Upgraded MPS for IFAs set for 2025 launch

clock 26 February 2025 • 3 min read
FSCS working with Police Scotland on under investigation firm

Companies

FSCS working with Police Scotland on under investigation firm

Lifeboat fund aware that customers had purchased investments from insurance broker

clock 25 February 2025 • 2 min read
Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Companies

Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Deal first announced last September

clock 24 February 2025 • 1 min read
Aegon continues platform growth trajectory as AUA hits £115bn

Companies

Aegon continues platform growth trajectory as AUA hits £115bn

Provider ‘gaining traction’ on targeting the top 500 advice firms

clock 20 February 2025 • 2 min read
FSCS' Independently East investigation nears completion

Companies

FSCS' Independently East investigation nears completion

Advice firm entered liquidation in 2023

clock 19 February 2025 • 1 min read
FOS upholds complaint against Quilter AR over unsuitable ISA advice

Companies

FOS upholds complaint against Quilter AR over unsuitable ISA advice

Promised client that investments would repay mortgage by 2025

clock 18 February 2025 • 3 min read
Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Companies

Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Plans to double AUM by 2029

clock 17 February 2025 • 2 min read
Wealth management firm Nova Wealth gains B Corp status

Companies

Wealth management firm Nova Wealth gains B Corp status

Recognises that ‘talent comes from all backgrounds’

clock 13 February 2025 • 2 min read
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