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.

A third (31%) of UK homeowners over 40 who are not yet retired plan to work beyond their normal State Pension age, according to a new report.

The Financial Conduct Authority (FCA) has charged Simon Day (date of birth 17 March 1973) with one offence of money laundering, contrary to Section 327(1) of the Proceeds of Crime Act.

Ireland and UK wealth manager Davy has agreed to sell its wealth management and capital markets businesses to Bank of Ireland in a 440m Euro (£382m) deal.

Aberdeen Standard Investments (ASI) has launched a range of climate funds aimed at supporting the shift towards net zero global emissions.

Investment platform AJ Bell has reported a 15% rise in advised customers year on year, and 4% over the third quarter, in its latest trading update.

Revenues at expanding Financial Planning firm Progeny have risen £1.2m (17%) year on year for the first half of 2021 as the firm announced it is looking for more acquisitions.

Over 4 in 10 (44%) of Financial Planning firms are considering operating a platform of their own instead of using or white-labelling a third-part platform, according to a new report.

A new survey by a Financial Planning professional body has revealed that 55% of women have suffered from "stress, anxiety or depression" in the past year.

Fintel, formerly known as SimplyBiz, has sold its ‘non-core’ Zest tech business for £10m, the company reported today.