Covid-19 has changed wealthier clients - report

Wealth managers need to adapt to fundamental changes to client behaviour caused by the Coronavirus pandemic, according to a new report.

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11.8% rise in Brewin Financial Planning income

Wealth manager Brewin Dolphin has reported an 11.8% rise in Financial Planning income in its latest trading update.

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Walker Crips bolsters wealth management arm

Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.

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Jargon scares off more than half of investors

 

Industry jargon deters nearly 55% of people from investing, according to a new survey.

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