The co-founder and former chief executive of St James Place, Mike Wilson CBE, has died today.
Read more ...Chase de Vere ties up deal with Chartered builders
- Wednesday, 28 February 2018
- Articles

Chase de Vere, the national IFA firm, has set up a partnership with The Chartered Institute of Building (CIOB), the professional body for construction managers which has 34,000 UK members.
Read more ...SJP profit nears £1bn as firm eyes 20% growth
- Wednesday, 28 February 2018
- Articles

St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.
Read more ...FinaMetrica launches new version of risk profiling tool
- Wednesday, 28 February 2018
- Articles

A new version of FinaMetrica, the popular risk-profiling tool for Financial Planners, has been released.
Read more ...PFS launches new summer Financial Planning events
- Wednesday, 28 February 2018
- Articles

The PFS is to stage a new series of dedicated Financial Planning events this summer.
Read more ...13 mortgage advisers retrain as holistic Financial Planners
- Wednesday, 28 February 2018
- Articles

A batch of 13 mortgage advisers have begun retraining to provide holistic Financial Planning.
Read more ...Chartered Planners win Premium Bonds jackpot contract
- Thursday, 01 March 2018
- Articles

A Chartered Financial Planning firm has won the contract to advise Premium Bonds £1 million jackpot winners.
Read more ...New rules on switching annuity provider kick in
- Thursday, 01 March 2018
- Articles

Firms must inform consumers how much they could gain from shopping around and switching provider before they buy an annuity, under new rules which take effect today.
Read more ...Lawyers failing to work with Financial Planners
- Thursday, 01 March 2018
- Articles

Four out of ten law firms are failing to form partnerships with financial advisers including Financial Planners – despite lacking know-how to deal with a flood of retirement-related client enquiries.
Read more ...Jump in Schroders’ wealth management profit
- Thursday, 01 March 2018
- Articles

Schroders has reported a 36% increase in wealth management profit before tax.
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