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The past year has flown by. Since I wrote my November 2021 cover story about consolidation in the IFA space, a lot has happened. Perhaps the most headline-grabbing deal of 2022 was Aviva’s purchase of Succession Wealth for £385m. Aviva’s thinking was obvious — it wanted to boost its presence in the advice market.
Advice firms find themselves in “excellent health” and are very well positioned despite the challenges of the last few years.
Diluting the perimeter between advice and guidance at this time will not only precipitate significant consumer harm but also undermine the UK’s position as a global advice tech leader.
Almost two thirds (64%) of advisers are confident they have the tools and materials necessary to make informed choices about sustainability for their clients, Dynamic Planner finds.
Advice firms are very well positioned despite the challenges of the last few years with many “in excellent health”, according to Dynamic Planner.