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Charles Stanley Planning revenues up despite overall dip

Wealth Manager Charles Stanley has reported a 13% rise in Financial Planning revenues for the year ending 31 March although overall revenues dipped by 1%.

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1 in 3 advisers expect growth in younger clients

Almost a third (30%) of financial advisers expect the age at which clients first engage with a Financial Planning professional to decrease over the next five years, according to new research.

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Charles Stanley is latest to axe VAT from MPS 

Wealth Manager Charles Stanley has removed VAT from its Managed Portfolio Service (MPS) across its Dynamic Passive, Blended and Multi-manager models.

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Less than half of advisers confident about 2021

Less than half of UK advisers (43%) said they are confident about their business’ prospects over the next twelve months, according to a new white paper.

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