Chartered Financial Planner Unividual has launched Financial Wellbeing Workshops to tackle the problem of low levels of financial literacy.

The FCA has made it a requirement for firms to report the investment labels they are using on funds which fall under Sustainability Disclosure Requirements (SDR) rules.

Expanding digital IFA firm Fintuity (FRN: 814106) has been hit by a clone attack by fraudsters.

Fund manager Marlborough has made a substantial undisclosed investment in Financial Planner-focused fintech firm Clever Adviser Technology.

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.