Financial planning

Companies | 12 Feb 25

In this video IFGL Pensions MD Rachel Meadows discusses some of the findings of the II/IA Global Advice Study 2024-2025

Financial planning | 10 Feb 25

It brings the number of deals completed to a total of 16 since Sovereign invested in it

Financial planning | 7 Feb 25

Top preference for the bonus was putting it into a bank savings account

Companies | 6 Feb 25

Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers

Financial planning | 29 Jan 25

To streamline back-office functions, reduce difficulties of integrating different technology