Wealth manager and Financial Planning firm Brooks Macdonald has reported a 13.3% rise in group funds under management (£15.5bn) but revenues for its Financial Planning arm have dipped.

The Openwork Partnership and Embark Group have extended their existing distribution agreement to 2026 after a “successful year working together.”

Those aged 55-64 are at risk of exhausting their retirement savings early and are failing to adequately plan for their retirement, according to new research.

Financial Planning firm Tavistock has again rescheduled its shareholder meeting to vote on its review of leadership team incentivisation after shareholders expressed more concerns over the proposed deal.

Private equity firm Flexpoint Ford LLC has set out a timetable for its acquisition of national Financial Planning firm AFH Financial.

Adviser data provider Defaqto has added ESG filters to its Financial Planning software Defaqto Engage.

The Personal Finance Society has created a ‘wellbeing’ hub to help advisers suffering from the long term impact of the Coronavirus pandemic.

SimplyBiz Group, the adviser support company, has rebranded as Fintel following its acquisition of fintech Defaqto and a greater focus on financial technology.

Quilter says it will cut a “small number” of “restricted Financial Planners” following a dip in profits.

The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.