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WEBProfessional Adviser provides a must-read information service for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the financial services sector ...
FE launches risk-profiling tool for advisers
WEB03 October 2017 • 1 min read. Investment ratings and research provider FE has launched a risk-profiling tool to assist advisers with their suitability requirements and assessing their clients ...
Client investment value the focus of new Defaqto adviser tool
WEBSep 25, 2023 · The new product and planning switching tool is integrated into Defaqto's financial planning system, Engage, and will facilitate comparisons of multiple platforms, general investment accounts, ISAs ...
SJP broadens fund options with new accumulation range
WEB02 November 2022 • 2 min read. St. James’s Place (SJP) has rolled out a ‘fund-of-funds’ range named Polaris for clients looking to grow their wealth over a period of five years or more ...
Tech review: Voyant's cash flow software
WEBMay 5, 2011 · There are currently 580,000 SIPPs in the market – a growth of 30%. Two years ago, a young US-based company, Voyant launched its cash flow planning software in the UK. The decision wasn’t a ...
SJP looks to spend up to £1bn to buy out partner businesses — …
WEBDec 15, 2023 · Internal succession planning model could be set for a radical overhaul. St James’s Place (SJP) will look to raise around £1bn in order to buy out the businesses of its retiring partners ...
Revealed: All the winners at the Professional Adviser Awards 2019
WEB07 February 2019 • 5 min read. Montage Wealth Management and Premier Asset Management were multiple winners at the 2019 Professional Adviser Awards, while 14 firms made the grade in this year's ...
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Corporate Chartered status: Is it worth the years-long slog?
WEBSep 8, 2021 · One of the most stringent requirements demands that at least 50% of advisers working at a corporate Chartered firm hold the Chartered financial planner title. As it can take individuals years to ...
Transact adds asset transfer feature for advisers - Professional …
WEBJan 23, 2020 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies