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SJP reports 23% higher inflows as pandemic eases

Wealth manager St James's Place says gross inflows for the first five months of 2021 are set to be 23% up on the same period in 2020.

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Fast-growing Kingswood's results hit by Covid-19

Wealth manager and Financial Planner Kingswood Holdings has reported a hit to new business from the Coronavirus pandemic but says it is beginning to recover.

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Planners must be creative in attracting new clients – research

Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.

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4 in 10 professionals using video for new business

 

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.

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