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Pile and a stack of coins with technical chart of financial instruments. A concept about currency trading or investing which investors must analyse and make the right decision for optimal profits.
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SJP spends another £20m on platform upgrade

St James’s Place‘s platform upgrade is likely to cost the wealth management giant in excess of £170m, latest results reveal. Financial statements for 2017 show that the firm’s new Bluedoor system cost it nearly £22m for the year, up from £17m for 2016, as assets continue to migrate over to the new technology. While two-thirds […]

Phil Wickenden: Loyalty is more important than price

Mifid II and rules on inducements are shaking up the thinking of many providers in relation to what they do for advisers, including what support they deliver. And rightly so. What providers should spend their support budgets on is a big concern. But while some are looking at the burden of regulation as a convenient […]

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FOS penalises adviser over Harlequin Sipp property investment

The Financial Ombudsman Service has told Kingswood Financial Advisors to compensate a client over a Sipp investment in an unregulated Harlequin property fund. The case concerns Mr B’s complaints about the advice he received regarding two unregulated investments: one into a Harlequin property fund and the other into Green Oil. The ombudsman’s ruling relates to […]

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