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adviser firms

Adviser / Broking

Panacea Adviser launches adviser guide

Panacea Adviser and Glassagh Consulting have launched a guide for advisers to help them adapt to meet current and future needs for clients.

clock 19 March 2015 •

Adviser / Broking

Budget 2015: Six things advisers need to know

Six things advisers need to know

clock 18 March 2015 •

Business

Opinion: Why advisers must consider business protection

Legal & General's Richard Kateley urges advisers to first consider their own business protection needs as a starting point before offering plans to clients.

clock 17 March 2015 •

Whole of Life

Engage Mutual seeks adviser feedback on merger

Engage mutual is asking advisers and brokers to give feedback on their offering as they merge with Family Investments.

clock 13 March 2015 •

Technology

Analysis: Navigating the big four quote portals

Adam Higgs considers what advisers need to know about the main protection quote portals.

clock 11 March 2015 •

Long Term Care

Symponia criticises 'shameful' under-funding of home care

Symponia has described the UK-wide under-funding of homecare services for older people as ‘shameful' following the launch of a major report into the sector.

clock 11 March 2015 •

Insurer

Zurich publishes mental capacity act guidance

Zurich has published a new guide to help people put their financial affairs in order should they or a loved one become mentally incapacitated.

clock 10 March 2015 •

Adviser / Broking

UPDATED: LifeSearch to become a partnership

LifeSearch has announced it is working towards partnership status in the next five years with profits shared among staff.

clock 05 March 2015 • 2 min read

Business

Adviser focus: How advisers can develop a clear business vision

In the second part of a series, John Joe McGinley outlines the key steps to how advisers can develop a vision for their business.

clock 03 March 2015 • 3 min read

Employee Benefits

Dental health: Prevention vs cure

Pam Whelan explains what intermediaries should know about the wider benefits of promoting good dental health.

clock 25 February 2015 •
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