Your profession

About the firms: Aviva and Succession Wealth's timelines

Your profession

About the firms: Aviva and Succession Wealth's timelines

Before timelines merged

clock 02 March 2022 • 5 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
Scottish Widows appoints Ranila Ravi-Burslem as intermediary distribution director

Your Business

Scottish Widows appoints Ranila Ravi-Burslem as intermediary distribution director

Newly-created role

clock 01 March 2022 • 2 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
Quilter FP's Cassidy: Advice profession must tackle gender imbalance

Your profession

Quilter FP's Cassidy: Advice profession must tackle gender imbalance

‘Room for improvement’

clock 28 February 2022 • 3 min read
CII members want PFS to remain - body's consultation findings

Your profession

CII members want PFS to remain - body's consultation findings

Calls for greater collaboration

clock 28 February 2022 • 3 min read
Chris Budd: Three steps to wellbeing - but which is first?

Your profession

Chris Budd: Three steps to wellbeing - but which is first?

Where to start in a circle?

clock 25 February 2022 • 3 min read
Fourth set of PA Awards 2022 shortlists: Rising Star, Best DFM and Platform categories

Your profession

Fourth set of PA Awards 2022 shortlists: Rising Star, Best DFM and Platform categories

PA Awards 2022

clock 24 February 2022 • 2 min read
DDhub launches due diligence service

Technology

DDhub launches due diligence service

DDhub, a centralised solution for managing the due diligence process, has introduced a new platform due diligence service which is free for advisers and paraplanners.

clock 24 February 2022 • 3 min read