Pension and investments provider Aegon has launched a client reporting tool for Financial Planners and advisers to use across the firm’s Retirement Choice and One Retirement platforms.

Fast-growing wealth manager and Financial Planner Söderberg & Partners' has raised an additional €265m (£225m) funding from minority owners KKR and TA through a new share issue.

Adviser platform Nucleus has completed its acquisition of fintech Third Financial after receiving regulatory approval from the FCA in May.

Wealth manager and Financial Planner Kingswood Group said profits climbed £3m or 37.9% to £10.8m in 2023.

National adviser firm Continuum has appointed David Swaby as a Chartered Financial Planner based in Hull.

Asset manager Invesco has launched a soft skills CPD-accredited platform for Financial Planners and advisers focusing on emotional intelligence, practice management and investment skills.

Wealth manager Waverton’s merger - announced in the spring with rival London & Capital to form a £19bn AUM wealth management business - has completed after being approved by the FCA.

Financial Planner Tavistock has today confirmed that it is considering “a number of potential transactions” including a bid from Financial Planner Saltus for part of its business.

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

Pensions group STM’s pre-tax profits fell 72% in 2023 as the takeover by Pension SuperFund Capital continues to rumble on.