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Adviser / Broking

Adviser / Broking

Advisers could be caught in MiFID II 'appropriateness' testing

Advisers could be forced to collect and share client information on non-advised business with providers under new rules mooted by the Financial Conduct Authority (FCA).

clock 13 May 2015 •

Adviser / Broking

Advisers back Labour/SNP coalition in hung parliament

Financial advisers across the country would prefer a coalition government comprised of Labour, the Scottish National Party (SNP) and Welsh national party Plaid Cymru over one formed by the Conservatives, Liberal Democrats and UKIP, according to a poll....

clock 07 May 2015 • 1 min read

Adviser / Broking

MoneySuperMarket renews LifeSearch contract

Comparison website MoneySuperMarket has renewed its long term contract with Lifesearch to provide protection advice to MoneySuperMarket customers.

clock 28 April 2015 •

Adviser / Broking

Data breaches could cost IFAs regardless of loss

Compensation claims for data breaches can now be made regardless of whether or not financial loss occurred, law firm Moore Blatch has warned following a recent ruling.

clock 27 April 2015 •

Adviser / Broking

LifeQuote reviews call recording ahead of FCA changes

LifeQuote are assessing the possibility of offering advisers personalised call recordings ahead of any regulatory changes from the Financial Conduct Authority (FCA).

clock 16 April 2015 •

Adviser / Broking

Increase in numbers of adviser firms and advisers- APFA

The year to 2014 saw an increase of 163 in the number of financial advice firms, figures from the Association of Professional Financial Advisers (APFA) revealed.

clock 15 April 2015 •

Adviser / Broking

L&G joins TMA protection panel

Legal and General (L&G) has become the ninth provider to be represented on The Mortgage Alliance (TMA)'s protection panel.

clock 02 April 2015 •

Adviser / Broking

Chartered professionals 'paid 25% more' - CII

Chartered insurance professionals are paid above 25% more than non-chartered practitioners, research by CII has found.

clock 01 April 2015 •

Adviser / Broking

Opinion: Advisers must do more online to keep clients

Advisers should avoid the mistakes of general insurance and offer new ways for consumers to buy protection, writes Neil McCarthy, director of Direct Life.

clock 27 March 2015 •

Adviser / Broking

Adviser focus: The importance of client segmentation

In the third part of his series on adviser business strategies, John Joe McGinley says successful advisers will have a greater focus on segmenting clients.

clock 26 March 2015 •
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