Editor’s Column: A risky business
- Friday, 04 February 2022
- Comment
One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling.
Read more...Editor’s Column: The wind of change at SJP
- Thursday, 28 October 2021
- Comment
This week wealth manager St James's Place announced the launch of a bold new logo and rebrand but I wonder if the coming changes will go deeper and be even bolder?
Read more...Guinness AM launches new brand and name
- Friday, 14 January 2022
- Articles
Guinness Asset Management has launched a new name and brand today.
Read more...Yorkshire Financial Planning firm rebrands
- Tuesday, 29 June 2021
- Articles
Yorkshire-based Financial Planning firm James Financial has rebranded as Lairgate Financial, named after the historic Georgian building the firm has recently agreed to purchase.
Read more...