The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

St James’s Place
UK-based wealth manager St James’s Place has entered into a long-term partnership with Dynamic Planner, a UK-based digital advice platform, to provide client risk profiling services.

Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisors and 7,500 support staff.

SJP selected Dynamic Planner for its solution, ability to support the partnership’s scale, and strength of its methodology, research, and ongoing innovation, SJP said. Dynamic Planner’s ability to reflect SJP’s risk categories through its platform was also an essential factor in the decision.

“Dynamic Planner’s reputation and shared values around one-to-one advice, combined with their commitment to empowering advisors through the latest technology, makes them the ideal partner as we continue to enhance our adviser proposition,” John O’Driscoll, divisional director of business development and advice at SJP, said.

“SJP’s dedication to client-centred advice mirrors our own commitment to empowering advisors with technology that engages clients and demonstrates advisor value...this partnership reinforces our capability to deliver scalable solutions configured to our clients’ advice policies,” Ben Goss, CEO, Dynamic Planner added.