Assets up despite dip in net flows for Aviva wealth arm
- Thursday, 07 March 2024
- Articles
![Amanda Blanc, group CEO of Aviva](/media/k2/items/cache/c6a7e44a609819e1152d2c14f4cc2081_Generic.jpg)
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
![Defaqto website](/media/k2/items/cache/72f72d812d0687d37a00df97dfbfbdff_Generic.jpg)
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
![James Stevenson of Succession Wealth](/media/k2/items/cache/5e959a4f956f3f9e38e84865169956c2_Generic.jpg)
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
![Roger Marsden](/media/k2/items/cache/ebf7985535e5422f7b4ef670ca53b629_Generic.jpg)
Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.
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