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  • SimplyBiz website

    Revenues fall at SimplyBiz but profits hold up

  • Robin Beer, chief executive at Brewin Dolphin

    11.8% rise in Brewin Financial Planning income

  • Andrew Croft, chief executive at SJP

    SJP partner firm numbers fall by 24 to 2,540

  • GBST was the target of a takeover by rival platform engine provider FNZ, but the Competition and Markets Authority ordered FNZ to sell its rival in November

    GBST platform assets hit £150bn

  • HL CEO Chris Hill

    Average age of HL clients falls from 45 to 37 

  • Schroders PW website

    Schroders Personal Wealth delays growth target

  • Andrew Croft, CEO of St James's Place

    Pandemic hits SJP operating profit and inflows

  • New look Jupiter website

    Merian takeover boosts Jupiter AUM to nearly £60bn 

  • Amanda Blanc, CEO of Aviva

    Aviva adviser platform hits £32bn AUM

  • Schroders Personal Wealth logo

    Schroders Planning arm blames pandemic for £200m outflows

  • Parmenion's website

    SLA continues search for Parmenion buyer

  • John Foley, chief executive of M&G

    Combined M&G Wealth business reaches £28bn in assets

  • Caroline Connellan, CEO of Brooks Macdonald

    Brooks FUM rises but planning revenue dips

  • HL CEO Chris Hill

    Profits dip at HL but client numbers surge

  • Andrew Shepherd

    Pre-tax profits surge 33% at Brooks Macdonald

  • Brewin CEO Robin Beer

    Brewin Financial Planning income up nearly 26%

  • SJP CEO Andrew Croft

    SJP pre-tax profits up 8% to £353.8m in 2021

  • Continuum's Martin Brown

    Continuum reports assets up 20% to £1.52bn

  • Amanda Blanc

    IFRS loss for Aviva as assets fall by 8%

  • Ian Mattioli, CEO of Mattioli Woods

    Mattioli Woods reports 73% jump in revenue

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