Assets up despite dip in net flows for Aviva wealth arm

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.


1 in 3 advisers changed platforms last year

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.


Succession snaps up £165m AUM Plymouth firm

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.   


Succession Wealth recruits new CEO from parent Aviva

Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

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