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Good morning and welcome to your Morning Briefing for Wednesday 13 September 2023. To get this in your inbox every morning click here. SJP CEO The big news this morning is that St. James’s Place (SJP) has appointed Mark FitzPatrick to succeed Andrew Croft as chief executive subject to regulatory approval. There was
Dynamic Planner has expanded its coverage of risk profiled funds to include discretionary investment manager PortfolioMetrix’s three Core funds.
Good morning and welcome to your Morning Briefing for Thursday 10 August 2023. To get this in your inbox every morning click here. Charles Stanley new hires Charles Stanley has come to an agreement with Brown Shipley to add its court of protection (Cop) team to its existing team. This will add further scale to its
In this episode of In Conversation with, host Lois Vallely chats to Yasmina Siadatan, sales and marketing director at Dynamic Planner, about her journey from owning her own restaurant, to winning The Apprentice, to joining Dynamic Planner. She also talks about the need to increase trust in the financial advice
Good morning and welcome to your Morning Briefing for Wednesday 5 July, 2023. To get this in your inbox every morning click here. Protection clients The requirements of Consumer Duty have led to many advisers thinking about the protection needs of their clients in a new way. This shift in strategy and outlook will