Growing wealth manager Advanta is to acquire £150m AUM Genesis Financial Planning, its first acquisition in London and one of seven acquisitions planned this year.

Platform and wealth manager Hargreaves Lansdown is to consult with shareholders after a revolt against board re-elections saw over 30% vote against the re-election of chair Deanna Oppenheimer.

Wealth manager and Financial Planner St James's Place has reported a near £5bn drop in Funds Under Management and a sharp dip in inflows in its latest quarterly trading figures. 

Schroders Personal Wealth, the joint venture Financial Planning arm of Schroders and Lloyds Bank, has appointed Graham Bastin as its new chief technology officer (CTO).

Wealth manager and Financial Planner Quilter has been hit by a sharp fall in inflows in Q3, blaming the decline partly on cost of living pressures hitting clients.

A surge in client demand and rising staff numbers have spurred North Wales-based Celtic Financial Planning to open a third office.

Ian Taylor, co-founder and former CEO of Transact parent Integrafin, has died at the age of 58 after a short illness.

Adviser firm Tenet has launched a new research platform which it says will help advisers cut through the complexity of environmental, social and governance (ESG) propositions.

A quarter of working adults without income protection would like to have it, according to financial resilience research from protection specialist LV=.

The cost-of-living crisis is likely to increase the number of clients seeking to give lump sum cash gifts to adult children, financial advisers say.