FTRC research reveals 'adviser preferences'

Insurers should be integrating with practice management and cash flow planning tools used by wealth advisers, FTRC's research into adviser preferences has revealed. The study also highlights that life insurers need to do more to support advisers who are not protection specialists. These would include wealth advisers, financial planners and mortgage advisers. Friction The research also outlined three key areas of friction between insurers and advisers. Many insurers do not provide enough in-force policy information or functionality to make changes within their extranets or advise...