Millennials want human advice says study
- Friday, 01 April 2022
- Articles
![Refinitiv wealth report](/media/k2/items/cache/806b26cf778d96e37b37c14a92535fee_Generic.jpg)
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
![Dan Boardman-Weston](/media/k2/items/cache/9e0af7489d2480dd856f4fed481991d5_Generic.jpg)
Wealth manager and Financial Planner BRI Wealth Management has appointed Dan Boardman-Weston as its next CEO from 1 April.
Read more...Wealth management skills core for Financial Planners
- Wednesday, 09 March 2022
- Articles
![Financial Planners are increasingly working with wealthier clients](/media/k2/items/cache/c521e7012b6f0c50b00b71cf7ecf2fa1_Generic.jpg)
Wealth management skills have become core for Financial Planners as the profession moves upmarket.
Read more...SJP pre-tax profits up 8% to £353.8m in 2021
- Thursday, 24 February 2022
- Articles
![SJP CEO Andrew Croft](/media/k2/items/cache/d7e1449ffb8067c0be864054a7f86dc6_Generic.jpg)
St James's Place today reported annual IFRS pre-tax profits up by 8% to £353.8m in 2021 as business continued to grow despite pandemic lockdowns.
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