St James’s Place joins Protection Distribution Group

St James’s Place Wealth Management is among the latest firms to join the Protection Distribution Group (PDG).


Sanlam signs deal with BNY Mellon’s Pershing

Sanlam UK’s wealth management division has entered into a multi-year agreement with BNY Mellon’s Pershing, a provider of trading, clearing, settlement and custody services.


Dormant assets scheme could be extended to wealth managers

An independent report commissioned by the government has suggested expanding the dormant assets scheme to include investment and wealth managers.


TPO London acquisition 'to boost independent advice'

A second acquisition of a London-based financial firm has been made by Leeds financial advice and wealth management company, The Private Office (TPO).

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details: