Financial Planning fintech firm Dynamic Planner is to launch what it calls a “revolutionary” cashflow tool upgrade later this year.

Wealth manager St James’s Place has appointed two female non-executive directors following criticism that financial services’ boards lack diversity.

Financial services consultancy the lang cat has launched Platform Analyser, an online tool for financial advisers to “simplify” the investment platform selection process.

Data and ratings provider Defaqto has extended its Star Ratings to cover Digital Wealth Management.

SIPP and SSAS provider Curtis Banks has backed calls for the protection of pension tax relief in the Budget on 11 March.

Wealth manager and Financial Planner Brown Shipley, part of Quintet Private Bank, has recruited experienced planner Michelle Coulson as a client director for its London office.

Fast-growing London-based financial advice firm Independent Wealth Planners (IWP) has acquired its sixth firm, Chartered Financial Planners Prosper Wealth Management.

More than eight out of 10 financial advisers say that a ban on contingent charging will hit access to DB pensions advice, according to a survey.

Retirement and protection specialist LV= has move to a tiered charging structure on its personal pension which will favour largers sums invested.

The CFA Institute, the global professional body for investment management professionals, has reported that 73,688 candidates took its Level I Chartered Financial Analyst exam worldwide in December with 42% passing (32,628).