Companies
Succession Wealth buys Plymouth-based DFP
The firm brings £165m of client assets with it
Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half
Söderberg & Partners makes further IFA purchases
Swedish financial adviser makes fifth and sixth IFA acquisitions in the UK
RLAM and Artemis funds added to Square Mile academy
Columbia Threadneedle’s Embark Horizon range dropped while analysts assess its proposed move to BlackRock
Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study