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Adviser / Broking

Adviser / Broking

iPipeline launches open market protection quote tool

iPipeline has launched the open market version of its quote tool 'Solution Builder' to all advisers in the protection market.

clock 25 March 2015 •

Adviser / Broking

Panacea Adviser launches adviser guide

Panacea Adviser and Glassagh Consulting have launched a guide for advisers to help them adapt to meet current and future needs for clients.

clock 19 March 2015 •

Adviser / Broking

Budget 2015: Six things advisers need to know

Six things advisers need to know

clock 18 March 2015 •

Adviser / Broking

CII toughens rules for Chartered firms

The standards advice firms must meet to call themselves Chartered are set to get much tougher, as the Chartered Insurance Institute (CII) embarks on a radical overhaul of the label.

clock 13 March 2015 • 1 min read

Adviser / Broking

UPDATED: LifeSearch to become a partnership

LifeSearch has announced it is working towards partnership status in the next five years with profits shared among staff.

clock 05 March 2015 • 2 min read

Adviser / Broking

F&TRC adds more claims data

Collective claims data to the end of 2013 has now been added to the Finance & Technology Research Centre (F&TRC)'s research platform.

clock 02 March 2015 • 1 min read

Adviser / Broking

Adviser complaint uphold rate markedly below average

The proportion of complaints against advisory groups found in favour of the consumer is significantly below the average for the sector, the Financial Ombudsman Service's (FOS's) latest data shows.

clock 24 February 2015 •

Adviser / Broking

Portus launches graduate training academy

Portus Consulting has announced its Graduate Trainee Academy will receive its first graduates this month.

clock 24 February 2015 •

Adviser / Broking

Adviser focus: Are you prepared for the challenges ahead?

In the first part of a series, John Joe McGinley asks if advisers are prepared for the challenges ahead to their businesses.

clock 17 February 2015 • 3 min read

Insurer

Does your client really know you?

Dementia is a growing problem in the UK. Margaret Kirby explains why advisers and insurers should pay closer attention to the Mental Capacity Act.

clock 13 February 2015 •
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