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Adviser / Broking

Client Acquisition

Getting started with social media

It seems everywhere you turn people are talking about social media. But a lot of the discussions are theoretical in nature or discussing future developments.

clock 18 September 2013 •

Adviser / Broking

CII: Advisers good at doing CPD but struggle to record it

Advisers are typically very good at doing their 35 hours of continuing professional development (CPD) or more but they are struggling to stay on top of recording it, according to the Chartered Insurance Institute (CII).

clock 13 September 2013 •

Adviser / Broking

Wheatley: Drop in adviser numbers is a concern

Martin Wheatley, the chief executive of the Financial Conduct Authority (FCA), has admitted to concerns about some of the effects the Retail Distribution Review (RDR) has had on the adviser community, and said the regulator will look into the reduction...

clock 10 September 2013 •

Adviser / Broking

MPs announce review into RDR

A group of MPs will next year evaluate the impact of the Retail Distribution Review (RDR) - with a particular focus on the ban on commission - in what represents the first independent, external probe into the RDR's influence.

clock 05 September 2013 •

Adviser / Broking

APFA: Advisers gearing up to expand and merge

Almost a third of advisers have plans to expand their business in the next six months, either by recruiting additional staff or through mergers or acquisitions, according to research from the Association of Professional Financial Advisers (APFA).

clock 22 August 2013 • 1 min read

Adviser / Broking

Mortgage sales in, protection sales out

The mortgage market's return to strength can only be a good thing for mortgage advisers, but it already appears to be having a damaging effect on the protection industry.

clock 19 August 2013 •

Adviser / Broking

FCA reveals adviser numbers up in the first half of the year

The number of financial advisers operating in the UK has risen slightly in the first half of the year, according to figures from the Financial Conduct Authority (FCA).

clock 15 August 2013 • 1 min read

Adviser / Broking

Long-stop petition nears 2,500 signatures

Adviser support group Tenet's petition asking the government for a long-stop for financial advice complaints has reached 2,098 signatures in only ten days.

clock 13 August 2013 •

Adviser / Broking

Consumer confidence strengthens post-RDR

The majority of advisers are positive on the impact the retail distribution review (RDR) will have on consumer confidence, while many have said there are signs it has already started to improve.

clock 06 August 2013 •

Adviser / Broking

Tenet raises e-petition for long stop

Tenet has launched an e-petition to ask the government to address the lack of a long-stop for financial advice on their dedicated petitions website.

clock 05 August 2013 •
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