Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc. 

Mold-based Celtic Financial Planning has opened new offices in Canary Wharf in London as it expands its team. 

Wealth manager Tilney Smith & Williamson reported a 6.7% increase in net inflows to £704.1m for 2020, in its first full year financial results since the merger.

STM Group, owner of the Options pensions business (formerly known as Carey), has sold its Jersey Corporate & Trustee Services (CTS) businesses for £1.4m.

Lloyds Banking Group is set to launch a £400m takeover of fast growing retirement and wealth management company Embark Group, according to a speculative report from Sky News over the weekend.

Nearly 92% of shareholders in platform Nucleus have accepted a cash offer from rival platform James Hay which values Nucleus at about £145m.

Chancellor Rishi Sunak revealed today that the FCA will launch a regulatory ‘scale up box’ to build on its successful sandbox strategy which has helped dozens of start-up fintech firms get off the ground.

Mattioli Woods, the wealth manager and SIPP provider, is on the acquisition trail again this week with a £1.6m deal to buy Edinburgh wealth manager and Financial Planner Caledonia Asset Management.

The Competition and Markets Authority has provisionally found that platform engine FNZ’s £150m purchase of rival GBST would raise “significant competition concerns” following a review of the deal.

London-based Waverton Investment Management Group has expanded its Financial Planning interests with the acquisition today of Scottish wealth manager and Financial Planner Cornerstone Asset Management.