Aviva-owned advice company snaps up IFA business
It is the firm’s 62nd acquisition since 2014
Aviva
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Should financial advisers use fewer platforms?
As 59% say that is one of their long-term aims
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Just 44% of Brits understand inflation impact on savings
As only 37% understand compound interest
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PEOPLE MOVES: FCA, HSBC Global Private Banking, Fairway Group
UK regulator names joint executive directors of enforcement and market oversight
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UK advice group suffers cyber attack
Company ‘will ensure that clients will not suffer financial loss’ if personal data held by the firm is misused
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Inflation drives cost of retirement up 20%
Clients may need to rethink their financial plans for later life
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PEOPLE MOVES: Openwork, Amundi, IQ-EQ
UK advice network makes c-suite changes, while investment firm hires CEO for Czech Republic
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Aviva to unveil multi-pot pension to solve DC retirement problem
Default frameworks will not provide the flexibility retirees want and need
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Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership
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Aviva tops pension complaints list
But just 24% of cases were upheld in H1 2022, Ombudsman data shows
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PEOPLE MOVES: Quilter, Skybound WM, DWS
Wealth firm names MD of financial planning, as global advice group hires managing partner
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Aviva completes acquisition of Succession Wealth
As the insurance giant looks to significantly grow its presence in the UK advice market