Adviser / Broking

The prospect of a 'regulatory dividend' for advisory firms - proposed by the Association of Professional Financial Advisers (APFA) - has been all but ruled out by the Financial Conduct Authority (FCA).

Up to a third of financial advisers want significantly changed products in income protection (32%); PMI (22%) and critical illness (21%), according to an Association of Professional Financial Advisers (APFA) survey on behalf of the Protection Review....

Advisers are increasingly imposing fees on customers who switch or cancel protection policies. Adviser Mark Sleaford is not impressed

Panacea Adviser is to hold a webcast to support and educate advisers on using social media.

Mortgage adviser network Personal Touch Financial Services has teamed up with technology firm eKeeper to support the launch of a new ‘AssuranceKeeper' service.

Chase Templeton has signalled its intention to maintain an aggressive acquisition momentum by strengthening its Board.

Panacea Adviser, an online community and resource for financial advisers, has launched a new Social Media Guide aimed at helping advisers understand the benefits of social media and how to use it effectively.

Financial Conduct Authority (FCA) chief executive Martin Wheatley has once again thrown his weight behind the idea of computerised advice, as he predicted a financial services future shaped by software developers, computer programmers and economists....

Personal Touch Financial Services has launched a new business development programme offering member firms training and support in running successful businesses.

F&TRC has launched Quality Analyser, a tool for Protection comparison, providing feature and function comparisons on protection insurance and has received backing from industry trade bodies.