Research
FORUM TRANSCRIPT

St James’s Place – IFA Acquisition Dynamics & Competitive Positioning

  • Public Equity
  • Financials
  • Europe
PREMIUM

Specialist

IFA at Richstone Park Financial Planning Ltd

Agenda

  • FUM (funds under management) growth trends and St James’s Place (LON: STJ) fee composition
  • IFA (independent financial advisor) portfolio acquisition trends and incentives
  • IFA decision-making criteria for platform portfolio migration
  • Fee evolution and client churn potential

Questions

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