Companies

Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
Phoenix Group revamps branding to reflect shift away from closed-book consolidator

Companies

Phoenix Group revamps branding to reflect shift away from closed-book consolidator

New logo and tagline

clock 09 March 2022 • 2 min read
Depledge Strategic Wealth Management achieves CISI accreditation

Companies

Depledge Strategic Wealth Management achieves CISI accreditation

67 firms in UK

clock 09 March 2022 • 1 min read
Quilter pre-tax profits up 28% to £138m in 2021

Companies

Quilter pre-tax profits up 28% to £138m in 2021

Quilter platform inflows up 133%

clock 09 March 2022 • 3 min read
LEBC workplace pension adviser Aspira acquires rival

Pensions

LEBC workplace pension adviser Aspira acquires rival

Bought Demna Consulting

clock 03 March 2022 • 1 min read
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