AIM-listed adviser platform Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.

Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.

Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.

Investment management and SIPP provider Redmayne Bentley has reported a 27% increase in profits for its latest financial year thanks to a strong final quarter.

Wealth manager and Financial Planner Kingswood is to raise a further £20m to fund its acquisition war-chest.

Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.

Chris Ralph, former chief investment officer at wealth manager St James’s Place, is to step down at the end of this year after 11 years with the company.

Transact is to cut some of its charges in April with annual commission charges and buy commission charges both reduced.

Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.

Global private equity firm Bain Capital, the owner of esure and other financial businesses, is to acquire the savings, retirement and protection business of mutual insurer LV= for £530m.