Wealth manager St James’s Place has partnered with Dynamic Planner to add new client risk profiling services for its advisers.
P1 Investment Services, the owner of the P1 Platform, has launched a client onboarding and servicing portal for advisers.
The average worker is on course to miss their target annual retirement income by £12,000, according to new research.
Nest, the pension scheme with the highest number of members in the UK, has acquired a 10% stake in the holding company of global pension capital investor IFM Investors.
Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.
One in seven high net worth individuals have no will, trust or expression of wishes in place for passing on their wealth, a new report warns.
The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.
The 2025 STEP Private Client Awards, partly sponsored by Evelyn Partners, are now open for entries.
People wanting to maximise their state pension by plugging gaps in their National Insurance record have contributed to a total of 68,673 years, worth £35m, since April last year, HMRC said.
The FCA says the standards of claims management companies (CMCs) are improving but there are areas where firms are not meeting its expectations.