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.

The annual CISI Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will get under way today online. 

The annual CISI Paraplanner Conference will remain as a virtual event in 2022 for the third year in a row, the professional body has confirmed. 

Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.

Private equity firm Preservation Capital Partners has today acquired the Parmenion platform from owners Standard Life Aberdeen for "up to £102m."

Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.