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Planners underestimating client vulnerability

Financial Planners are underestimating the number of clients that could qualify as vulnerable under Financial Conduct Authority guidelines, according to a new report.


Industry must do more to attract younger talent says SJP

The Financial Planning industry must do more to attract younger talent, according to a new report from wealth manager St James’s Place (SJP).


St James’s Place buys Technical Connection

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

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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