Money Marketing1h
Pension redress liabilities now less than 5% of transfer value
A typical firm’s exposure to redress liabilities in relation to defined benefit (DB) pension transfer advice is now likely to ...
Money Marketing3h
GrowthInvest partners with intelliflo and Sprint on data integration
GrowthInvest has partnered with Sprint Enterprise Technology’s FINIO data hub to integrate its technology with Intelliflo ...
Money Marketing3h
The Morning Briefing: SJP and Dynamic Planner to provide client risk profiling at scale
Good morning and welcome to your Morning Briefing for Thursday 6 February 2025. To get this in your inbox every morning click ...
Money Marketing4h
SJP and Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP) has entered a long-term partnership with Dynamic Planner to provide comprehensive client risk ...
Money Marketing3h
The Morning Briefing: SJP partners with Dynamic Planner on client-risk profiling
Good morning and welcome to your Morning Briefing for Thursday 6 February 2025. To get this in your inbox every morning click ...
Money Marketing4hOpinion
Faith Liversedge: Stories that speak to ‘people like us’
The ‘advice gap’ is a phrase we’ve got so used to seeing, it’s easy to skim over. People need to see real stories, specific ...
Money Marketing1h
Quilter adds four more firms to its advice network
Quilter has welcomed four new appointed representative (AR) firms to its advice network following the addition of eight in December 2024.
Money Marketing1h
Peers call on FCA to pull ‘name and shame’ plan
A House of Lords committee has told the Financial Conduct Authority (FCA) to withdraw its ‘name and shame’ plan, which would see the City watchdog name firms under investigation if believes it is in ...
Money Marketing23h
Women more likely to put children first when considering wealth planning
Women are more likely (45%) to put their children first when considering wealth planning in contrast to men who are more ...
Money Marketing3h
The Morning Briefing: SJP and Dynamic Planner to provide client risk profiling at scale; GrowthInvest partners with Intelliflo on data integration
Good morning and welcome to your Morning Briefing for Thursday 6 February 2025. To get this in your inbox every morning click here. SJP and Dynamic Planner to provide client risk profiling at scale St ...