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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.

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SJP launches personal finance research institute

St James’s Place and the Gloucestershire Business school have launched a new personal finance research institute.

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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).

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SJP signs deal to advise 160,000 solicitors

Wealth manager St James’s Place has signed a deal to provide wealth management and Financial Planning services to the 160,000 solicitors who are members of the Law Society of England and Wales.

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