How can financial services improve black representation?
Firms lack a ‘better understanding of what’s stopping talent enter the industry’
St James’s Place
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SJP to pay £75,000 to client caught up in rogue scheme
Former adviser recommended customers invest in his friend’s start-up that later went bust
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SJP academy trains first UK trans adviser
‘If I can help people out on their journey, I’m happy to do that’
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PEOPLE MOVES: Barclays, SJP, MetLife Gulf
UK group names head of private bank Europe, Monaco and Switzerland, while wealth firm bolsters Asia arm
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SJP unveils fund range to deal with decumulation challenges
In partnership with State Street Global Advisors
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SJP and Columbia Threadneedle race to re-open property funds
As rival firms keep theirs closed for now, despite using the same independent valuer
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Clients want more from their advisers
Annual reviews and quarterly communications will not make the cut anymore
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Ex-pro wants to be ‘go-to financial adviser’ for footballers
SJP graduate says people ‘try and take advantage’ and ‘target’ stars because of how much they earn
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Investors net £30m in savings from value assessments
More than 320,000 retail customers switched into cheaper share classes after FCA crackdown
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SJP adds 39 partner firms during lockdown
Former footballer one of the graduates to launch own business
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Hong Kong and Singapore investors turn backs on robo-advisers
Over 90% said that receiving face-to-face financial advice is ‘important’ to them
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SJP questioned over how it addressed FCA requirements
Firm creates confusion by using bundled fees to compare its funds to rivals without advice offerings