Wealth manager St James's Place says gross inflows for the first five months of 2021 are set to be 23% up on the same period in 2020.

Wealth manager and Financial Planner Kingswood Holdings has reported a hit to new business from the Coronavirus pandemic but says it is beginning to recover.

Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.