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February 3, 2023
Catch up on Money Marketing's most popular stories this week. MPs altered bereavement benefits rules to help cohabiting couples and their children and the deadline for state pension top-ups closes in April. Read the full stories below.
February 1, 2023
The need for financial advice will “never be less than it is today”, St. James’s Place chief operations and technology officer Ian MacKenzie has insisted.
December 12, 2022
Catch up on Money Marketing's most popular stories this week. The FCA claimed Hartley Pensions took client money 'without consent' and the government pledged to make NHS pensions work better.
August 30, 2022
One in four out of St. James's Place (SJP) 4,500 partners and advisers have reached chartered status with one of the industry’s professional bodies, the firm revealed.
May 10, 2022
Throwing a mountain of papers (or virtual documents) at clients is not going to motivate them to look at their finances — especially if those documents are written in a cryptic language.
April 14, 2022
St James’s Place (SJP) encouraged a further 83,686 of its clients to go paperless in 2021, bringing the total number of paperless clients to 185,491.
February 21, 2022
In the aftermath of the 2008 financial crisis a phrase entered the popular discourse: masters of the universe. This was quoted ironically back to bankers who fell from the lofty heights they commanded a few years earlier.
February 21, 2022
Good morning and welcome to your Morning Briefing for Monday 21 February, 2022. To get this in your inbox every morning click here. Paraplanning glory There is a passionate debate about the difference between financial advisers and paraplanners in the profession. The topic appeared at the fifth annual Chartered
February 17, 2022
Good morning and welcome to your Morning Briefing for Thursday 17 February, 2022. To get this in your inbox every morning click here. M&G buys TCF M&G has bought investment manager TCF Investment to become a provider of model portfolio services. The deal has been approved by the FCA. TCF will become part of
February 16, 2022
Good morning and welcome to your Morning Briefing for Wednesday 16 February, 2022. To get this in your inbox every morning click here. Flying Colours recruitment drive Financial advice and investment group Flying Colours has made two senior appointments, and laid out plans to recruit 30 advisers by year end. In