Financial Planning and cashflow modelling software provider Voyant has partnered with behavioural finance firm Oxford Risk to integrate their products.

A behavioural finance app is coming to the Intelliflo office suite, designed to gauge and evidence clients’ suitability.

Financial Planners and advisers need to improve their approach to retirement income suitability assessments by considering clients' financial personality, such as whether they are spenders or savers.

Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).