Planners underestimating client vulnerability
- Monday, 11 July 2022
- Articles
Financial Planners are underestimating the number of clients that could qualify as vulnerable under Financial Conduct Authority guidelines, according to a new report.
Read more...Industry must do more to attract younger talent says SJP
- Wednesday, 22 June 2022
- Articles
The Financial Planning industry must do more to attract younger talent, according to a new report from wealth manager St James’s Place (SJP).
Read more...St James’s Place buys Technical Connection
- Tuesday, 26 April 2016
- Articles
Wealth manager St James’s Place has bought advisory and training support company Technical Connection, the business founded and run by joint managing directors Tony Wickenden and John Woolley, for an undisclosed sum. Read more...
IFP launches gap-filling programme on pensions and retirement planning
- Thursday, 01 September 2011
- IFP Member News
The Institute of Financial Planning has launched a new free gap-filling programme on the topic of pensions and retirement planning.
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