Succession

Mergers and acquisitions

Succession Wealth buys Edinburgh-based IFA

Succession Wealth buys Edinburgh-based IFA

Half of advisers looking for exit route in next 5 years

Half of advisers looking for exit route in next 5 years

Aviva mulls move into hybrid advice

Aviva mulls move into hybrid advice

New from FTAdviser: Ask the Expert

New from FTAdviser: Ask the Expert

Succession Wealth hit by cyber attack

Succession Wealth hit by cyber attack

In Focus: Future Talent

Succession Wealth: Aviva deal has seen more IFAs approach us

Aviva platform boss on filling 'gaps' and becoming advisers' first choice

In Focus: 10 years of RDR

Independent advice model 'increasingly important'

Succession Wealth buys first IFA under Aviva ownership

Succession ‘working closely’ with FCA on unsuitable DB advice

Evelyn Partners

Buckinghamshire IFA team joins Evelyn Partners

Aviva appoints Sesame chief exec as advice boss

Adviser-owned platforms risk ‘margin grab’ outweighing client outcome

Aviva platform flows down 5% as assets drop £2bn

Morrish: ‘We came out of the market more or less for 18 months’

Aviva: ‘Succession advisers will decide platform fate’

Why did Succession sell up to Aviva?

Aviva-Succession deal signals ‘substantial uplift’ for IFA valuations

Aviva to work with Succession Wealth to decide platform future

Mergers and acquisitions

Aviva buys Succession Wealth for £385mn

Succession Wealth buys £175mn Oxford adviser

Mergers and acquisitions

Succession Wealth adds £1.4bn AUM with IFA purchase

In Focus: When Clients' Plans Change

How to help people retiring in their 30s and 40s

Mergers and acquisitions

Succession Wealth buys two south west advice firms

'Why our advice consolidator has a unique position in the market'