Merit Financial Advisors partners with OneVest amid expansion plans
Merit said it is entering its most “acquisitive year to date”, targeting 15 acquisitions by the end of 2026
Aviva’s wealth arm sees profits jump 36% to £175m in 2025
Its platform also saw its net flows increase by 7% last year to £4.6bn
People moves: Craven Street, Nomura, RBC
Each week, we round up the latest people moves across the investment and financial services industry
Latest news | 5 Mar 26
Surge in HNWIs choosing cash over investments, Flagstone research shows
The advisers canvassed shared that 38% of HNWIs are comfortable holding more cash than they did three years ago
Conquest Planning announces new AI capabilities
SAM Guide introduces an agentic experience directly within the adviser application, so advisers will be able to ask it natural language questions




