Assets up despite dip in net flows for Aviva wealth arm
- Thursday, 07 March 2024
- Articles
Assets under management rose 15% to £170bn for Aviva’s wealth arm for the year ended 31 December 2023 despite a drop in net flows.
Read more...1 in 3 advisers changed platforms last year
- Monday, 04 March 2024
- Articles
A third (34%) of advisers changed platforms in the last year following the Consumer Duty, mergers and technology updates, according to Defaqto’s newly-released annual Platform Service Review for 2024.
Read more...Succession snaps up £165m AUM Plymouth firm
- Tuesday, 09 January 2024
- Articles
Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.
Read more...Succession Wealth recruits new CEO from parent Aviva
- Friday, 15 December 2023
- Articles
Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.
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