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Here are the Top 10 articles of January 2022: Exclusive: SJP drops 'Wealth Management' in brand refresh St James’s Place (SJP) is the big beast in the financial advice space and always attracts incredible interest. Our editor Katey Pigden got the story of January as she learned the news SJP will drop the ‘Wealth ....
Brooks Macdonald sees record FUM as financial planning revenue falls By Sonia Rach 11 Caroline Connellan Brooks Macdonald reported a 13.3 per cent increase in its funds under management, just as it saw revenue for its financial planning arm fall. In its half year results, it reported total FUM grew to a record £15.5bn at 31 December 2020, up from £13.7bn six months prior. The firm said this was driven by “robust investment performance” of 9.5 per cent despite volatile markets, compared to an increase of 6.5 per cent MSCI PIMFA Private Investor Balanced Index. During the same period, the firm saw revenue fall slightly from £2m to £1.9m for its financial planning arm. ....
PIMFA Launches Second Virtual Fest With Treasuryâs John Glen Unveiled As A Keynote Speaker Date 15/02/2021 Following the huge success of its inaugural event, PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is launching its second Virtual Fest on March 9 and 10. The two-day virtual event has been designed to support the continued professional development of its members during this period of continued isolation, and PIMFA are delighted to announce the addition of Economic Secretary to HM Treasury John Glen as its first keynote speaker. Mr. Glen will outline the government’s views on the future of the financial services industry following COVID and the UK’s departure from the European Union. Mr. Glen has been a Conservative MP for Salisbury since the 2010 General Election and has served in both the Department for Digital, Culture, Media and Sport and the Treasury. He was ap ....