Companies
BMO GAM outlines 'Around the World' challenge for CASCAID
Follows 2017 Reliant Robin challenge
Aviva to use SimplyBiz's Zest benefits platform for smaller clients
Five-year contract
SimplyBiz reveals 8.5% rise in member firms in 2018
Profits down; revenues and EBITDA up
Aviva appoints Maurice Tulloch as CEO
Mark Wilson stepped down last year
Jupiter sees £4.6bn outflows in CEO Slendebroek's 'challenging' last year
Fall of £7.5bn in AUM
SJP extends DFM proposition to Ireland with acquisition
Bought Dublin-based Harvest Financial Services
Raft of departures from Aberdeen Standard Investments' sales team
After restructuring
BofAML to separate Bank of America and Merrill Lynch brands
Follows 'brand evolution' from 2018
Richard Howells appointed managing director of Sesame
Formerly of Experian and Zurich
Beaufort promotes Balkham to CIO
Clarke replacing Balkham
FinoComp launches client data analysis team for advisers and platforms
'Deep-dive analysis of client behaviour'
Quilter acquires 200 advisers in Charles Derby deal
Undisclosed fee
Perspective buys northwest England IFA Investment Principles
Second acquisition of 2019
Schroders and Lloyds unveil financial planning business
To open in second half of 2019
Albemarle Street Partners merges with Atlantic House FM
To continue under same brands
Kingswood reveals first seven partners and incentive plan details
More than 10 million shares allocated
D2C platform giant Interactive Investor to launch advice proposition
Bought ATS in October 2018
Relive the 2019 PA Awards in photographs
450 guests, 32 awards, 1 great evening
Harwood WM buys Castleton Financial Planning for £1.6m
Second purchase of financial year
Schroders-Lloyds tie-up to provoke 'war for advice talent'
Plans for 700-plus advisers
Fundamental Media acquires marketing consultancy Hooplot
Hooplot founder joins directors' board
Revealed: All the winners at the Professional Adviser Awards 2019
Montage and Premier multiple winners
Openwork adds chief people officer to executive team
Carrie Morris joins from Axa
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