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Marketing

Client Acquisition

Bridging the gap

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

clock 01 December 2008 •

Compliance

Marking the boundaries

The introduction of principles-based regulation has resulted in more open relationships between intermediaries and customers. Mike Izzard explains the effect on AMII membership firms

clock 01 December 2008 •

Compliance

IT spend fortifies industry framework

The insurance industry is moving its IT spend towards risk management and compliance instead of disc...

clock 01 November 2008 •

Client Acquisition

The gentle art

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

clock 01 October 2008 •

Client Acquisition

Market views

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?

clock 01 September 2008 •

Regulation

Andrew Strange - A beady eye

Aifa's new policy director talks to Paul Robertson about issues affecting IFAs - from challenges of the RDR, to TCF deadlines and the ongoing PPI investigation - plus Kylie Minogue

clock 01 September 2008 •

Client Acquisition

The beginning of something beautiful?

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

clock 01 September 2008 •

Client Acquisition

Market views

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?

clock 01 August 2008 •

Compliance

FSA asks market to transform 'skeletal' solution into reality

The FSA has met trade association representatives to discuss a market-based solution for greater com...

clock 01 August 2008 •

Client Acquisition

Portal receives cold welcome

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

clock 01 July 2008 •
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