People find advisers through family or work
- Tuesday, 02 July 2024
- Articles
![IFA and clients](/media/k2/items/cache/5ca1044b3ad9812a57dc5b5953b537b6_Generic.jpg)
More people find their Financial Planner, wealth manager or IFA through a family recommendation or work rather than a friend, according to new research.
Read more...SJP FUM drops by nearly £12bn in first half
- Thursday, 28 July 2022
- Articles
![SJP new logo](/media/k2/items/cache/3fb3773ba42b44cfacc96d40b4a7fe4c_Generic.jpg)
Wealth manager St James’s Place has reported a fall of nearly £12bn in Funds Under Management for the six months ended 30 June.
Read more...Pre-tax profits soar 96% for Mattioli Woods
- Tuesday, 08 February 2022
- Articles
![Ian Mattioli, chief executive of Mattioli Woods, said the firm expects to make more acquisitions](/media/k2/items/cache/74894a77950021f962ba6feaedb2e966_Generic.jpg)
Wealth manager and SIPP provider Mattioli Woods has reported a 95.9% rise in adjusted pre-tax profit to £14.1m for the six months ended 30 November
Read more...Wealth managers ‘likely winners’ post-lockdown
- Friday, 22 May 2020
- Articles
![FinnCap website](/media/k2/items/cache/df6de1950e305891ff620278356c38c6_Generic.jpg)
Wealth managers and fund managers are the most likely financial services firms to recover swiftly post-lockdown, according to predictions from a City adviser and research company.
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