SJP and Dynamic Planner to provide client-risk profiling at scale
St James’s Place (SJP) has entered a long-term partnership with Dynamic Planner to provide comprehensive client-risk profiling services. Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff. This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced…
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