Chartered Financial Planner Fairstone has agreed its seventh acquisition deal this year with South East firm Mantle Financial Planning which has £480m in Funds Under Management. 

Advisers due to sit an exam with the CII yesterday faced technology issues as the remote examination system faced configuration issues.

Andrew Marker has succeeded Tom McPhail as chair of the STAR Steering Group, a key cross-industry tech initiative, after the founding chair left the industry in June.

Expanding national advisory group Beaufort Financial has appointed Luke Mason as head of advice.

Financial Planners believe business growth and efficiency to be the biggest challenges they face in 2020, according to a new survey.

M&G Investments and Octopus Investments has signed up to become mentors for the CISI’s 2020 Financial Planning Mentoring scheme.

DB transfer specialist O&M Pension Solutions has extended its product range with the launch of a new Financial Planning software suite called FinCalc.

The Paraplanners Powwow movement is to change its name to the Paraplanners Assembly from today due to concerns about the “cultural appropriation” of native American traditions.

Interactive investor (ii), the flat fee investment platform, has completed its takeover of rival The Share Centre, creating a group with 570,000 customers.

Close Brothers Asset Management (CBAM) has appointed Helen Gerrard and Nick Jackson as managing directors to support the expansion of its investment management for HNW clients in the North West.