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Assuming cashflow is required, the following results were found.

FE fundinfo acquires Down Under fintech

Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm.
IWP snaps up Hants Financial Planner

Rapidly growing Financial Planning group Independent Wealth Planners (IWP) has acquired Hampshire Financial Planner Encompass Financial Management which has £167m under management.
Editor’s Column: Why Planning is more than numbers

There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.
FinCalc launches retirement modeller tool

Cashflow and DB transfer software provider FinCalc has developed a new retirement modeller tool for Financial Planners.
FE fundinfo buys fintech FundConnect

Data provider and fintech FE fundinfo has acquired FundConnect, a fund data and technology company based in Denmark, for an undisclosed sum.
CashCalc launches iOS and Android app for advisers

Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.
Free ‘prospecting’ function added to Truth cashflow tool

Cashflow modelling tool provider Truth is adding extra functionality from today allowing Financial Planners to white label their own free cashflow onboarding site for consumers.
Younger Planners driving tech change

Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.
Editor’s Column: Why care is king for older clients

Clients are getting older, on average. It’s an inescapable fact that I was reminded of this week with the launch by St James’s Place of its Care Concierge service, aimed particularly at clients over-80.
FE fundinfo snaps up cashflow firm CashCalc

Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc.
XPS waives SIPP and SSAS commercial property fee

XPS Self Invested Pensions is to waive its property purchase fee for property purchases for new SIPP and SSAS clients.
New Financial Planning technology here to stay - survey

The majority (89%) of financial advisers are using some form of new technology as a result of the Coronavirus pandemic, with the change likely to be permanent, according to a new report.
Succession adds sports and entertainment advice arm

Financial Planning firm Succession Wealth has launched Succession Sports & Entertainment, a specialist advice arm for sporting and entertainment professionals.
Fintech buys cashflow modeller Voyant for £104m

US wealth management fintech AssetMark Financial Holdings has acquired cashflow modelling software firm Voyant in a £104m deal.
LIBF launches new retirement planning qualification

The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.
FinCalc integrates with Intelligent Office

Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.
Prestwood launches free cashflow tool for consumers

Financial Planning software provider Prestwood has unveiled a consumer cashflow modelling tool.
Only 1 in 3 advisers use cashflow tools with all clients

Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.
FinCalc adds LTA to cashflow modeller

Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller.
Selectapension acquired by Canadian software group

Pensions and investment planning software firm Selectapension has been acquired by the Perseus operating group of Canadian technology company Constellation Software.

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