SJP partners get new vulnerable client tools
- Thursday, 21 April 2022
- Articles
Wealth manager St James’s Place (SJP) has added two new tools for partners to help them to identify and support clients showing signs of financial vulnerability.
Read more...Quilter Cheviot adds two Planners to Dublin office
- Monday, 11 April 2022
- Articles
Quilter Cheviot Europe (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, has added two Financial Planners to its Dublin team.
Read more...Millennials want human advice says study
- Friday, 01 April 2022
- Articles
Globally 64% of Millennials (people in their mid 20s to 35) and 51% of people in the 35-54 age bracket are willing to pay more for personalised investing products and services including financial advice, according to a new report.
Read more...Son takes over from father as wealth firm CEO
- Monday, 28 March 2022
- Articles
Wealth manager and Financial Planner BRI Wealth Management has appointed Dan Boardman-Weston as its next CEO from 1 April.
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