Tech firm Twenty7Tec has acquired Bluecoat Software, the owner of wealth and mortgage CRM solution FinPlan, for an undisclosed sum.

Ten years on from the launch of the St James’s Place (SJP) Academy, 844 graduates of the scheme remain part of the adviser network.

The Department for Work and Pensions (DWP) has called for views on decumulation and helping savers understand their pension choices.

Fund manager M&G has signed a strategic distribution partnership with fintech Fintel to boost distribution for its retail and savings business.

Former head of the Financial Conduct Authority (FCA) Andrew Bailey has defended the delay to banning contingent charging.

Wealth manager and Financial Planner Tilney Smith & Williamson has completed its rebrand to Evelyn Partners from today.

The Chartered Institute for Securities & Investment - the professional body for Certified Financial Planners and other finance professionals - has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its new chief executive.

Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners.

The UK economy shrank for a second month in April as businesses felt the impact of rising inflation.

Responsible investment specialist CCLA Investment Management has entered the UK retail market with the launch of a new fund available through wealth managers and Financial Planners.