Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.

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Wealth manager and Financial Planner Kingswood has acquired Yorkshire-based Financial Planning firm Money Matters North East (MMNE).

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The FCA has fined award-winning firm Sunrise Brokers LLP £642,000 for ‘seriously deficient’ anti money laundering systems and controls.

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Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.

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Aegon’s UK adviser platform has reduced its outflows to £53m for the third quarter - down 87% from the same quarter last year when it saw £420m in outflows.

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The Money and Pension Service (MAPS) has developed new guidance for schools to encourage conversations about money in the classroom.

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The Financial Services Compensation Scheme has dropped its 2021/22 levy forecast by £206m to £833m.

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The total value of equity released from property in the third quarter rose 18.8% to just over £1bn.

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Advised net flows reported a quarter-on-quarter decrease of 20.78% in the third quarter, according to a new report.

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The Department for Work and Pensions is to introduce a threshold below which pension providers will be unable to charge a flat fee to savers.

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