Client Acquisition

Advisers should plan their marketing activities before an economic upturn, according to IFA Life. Ph...

The FSA has published its RDR feedback statement. Will distinguishing between independent and sales advice, setting minimum qualifications for IFAs and introducing a standard for independent advice 'reform the investment market' and increase confidence...

As financial markets enter a period of change and turmoil, the way they are marketed will also need to be addressed writes Abi Wood

It is during hard times that people need protection the most but persuading them to part with their cash may be difficult. Roger Edwards offers some marketing advice

Fortis has just launched two new products after much hype. What do you think of Real Life Cover and Your Life Plan and do you think they will become industry templates for product innovation?

Many advisers view lead generation firms with suspicion, but is this justified? Justin Rees explains how purchasing consumer information in the form of leads can help new business blossom

LeadPoint, a lead generation portal, is about to expand its offering and launch into the protection market. What do you think of such an idea, bearing in mind the current economic climate?

LeadPoint, a lead generation portal, is to expand its offering and launch into the protection arena,...

The Association of Independent Financial Advisers (Aifa) has called for the structure, processes and charges of the Financial Ombudsman Service (FOS) to be given a radical overhaul. What do you think of such an idea, and what do you think of the Hunt...

Industry expert labels broker-designed protection products system inadequate