Wealth manager Charles Stanley has linked with fintech Bondsmith to launch a new savings option for clients through its platform Charles Stanley Direct.

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Wealth management firm Courtiers has bought Norwich-based Brunswick Investment Management for an undisclosed amount.

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Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.

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The Financial Conduct Authority has banned financial adviser Geoffrey Armin for "seriously incompetent" advice on £125m of pension transfers which resulted in losses for clients of nearly £4m.

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The Information Commissioner’s Office, the data regulator, has fined marketing firm MCP Online Ltd (MCP) £55,000 for making nearly 21,000 unsolicited calls about pensions to consumers.

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Wealth manager and Financial Planner Independent Women has expanded across the UK following its acquisition by Mazars.

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Wealth management and Financial Planning firm Evelyn Partners has acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.

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Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.

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UK retail investors pulled out £1.4bn from funds in September, according to the latest data from the Investment Association.

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National Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.

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