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

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

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

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

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.

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

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

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

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

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.