Companies

Aviva's Doug Brown: We've done our homework on Succession culture

Companies

Aviva's Doug Brown: We've done our homework on Succession culture

Bought IFA consolidator for £385m

clock 02 March 2022 • 3 min read
Devon-based Chartered planner celebrates 25 years at Philip J Milton & Co

People

Devon-based Chartered planner celebrates 25 years at Philip J Milton & Co

Quarter of a century

clock 02 March 2022 • 2 min read
Aviva buys Succession Wealth for £385m

Companies

Aviva buys Succession Wealth for £385m

Targets UK wealth market

clock 02 March 2022 • 3 min read
Tilney Smith & Williamson to rebrand as Evelyn Partners

Companies

Tilney Smith & Williamson to rebrand as Evelyn Partners

‘Continues to explore’ acquisition opportunities

clock 01 March 2022 • 2 min read
Brooks Macdonald attempted takeover bid of controlling 7IM shareholder - reports

Companies

Brooks Macdonald attempted takeover bid of controlling 7IM shareholder - reports

Offer rejected by £20bn firm

clock 24 February 2022 • 1 min read
SJP pre-tax profits reach £353.8m as advice demand grows

Companies

SJP pre-tax profits reach £353.8m as advice demand grows

Total 4,556 qualified advisers across partnership

clock 24 February 2022 • 2 min read
'The business is suffering': Advisers react to failed LV= merger with Royal London

Companies

'The business is suffering': Advisers react to failed LV= merger with Royal London

Mutual merger will not go ahead

clock 09 February 2022 • 3 min read
Royal London and LV= cease merger talks

Companies

Royal London and LV= cease merger talks

Mutuals halt discussions

clock 09 February 2022 • 2 min read
M&G Wealth targets heritage decumulation clients in hybrid advice roll out

Companies

M&G Wealth targets heritage decumulation clients in hybrid advice roll out

Went live in December 2021

clock 28 January 2022 • 2 min read
Phoenix Group cuts 'energetic' from job adverts to attract older applicants

Companies

Phoenix Group cuts 'energetic' from job adverts to attract older applicants

'Enthusiastic' need not apply

clock 18 January 2022 • 1 min read