Companies
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
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
Swedish wealth manager Söderberg & Partners invests in three UK advice firms
The investments are part of Söderberg’s long-term strategy to invest in quality UK advice businesses
IFM Investors appoints former Bridgepoint CEO as independent director
IFM Investors has appointed ex-Bridgepoint CEO William Jackson as an independent director to its board




