adviser firms
Regulation
A paper commissioned by the Financial Conduct Authority (FCA) has found ‘problems at every stage' in the way firms deal with vulnerable consumers.
23 February 2015
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Adviser / Broking
In the first part of a series, John Joe McGinley asks if advisers are prepared for the challenges ahead to their businesses.
17 February 2015
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3 min read
Adviser / Broking
Kevin Burnham stresses that firms must attract and retain new talent or risk a massive protection advice gap.
06 February 2015
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Income Protection
Pink has set new standards so every adviser in its network is to discuss income protection with their clients from their very first mortgage meeting.
04 February 2015
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3 min read
PMI
Private Medical Insurance (PMI) publishers Craigdallie Publishing has published its 2015 edition of the annual PMI Handbook for professional advisers seeking information on the different plans available in the UK market.
27 January 2015
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Adviser / Broking
Patrick McIntosh, a chartered financial planner and director at adviser firm KMG has reached the South Pole on his expedition to raise funds for charities.
19 January 2015
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Individual Protection
Paradigm Mortgage Services has announced a series of events for advisers including best practice in the protection industry.
19 January 2015
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Income Protection
London & Country has reported a 3% increase in income protection (IP) sales - partly attributed to greater awareness and adviser conversations following the Seven Families campaign.
14 January 2015
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1 min read
Insurer
Jelf has acquired Yorkshire based insurance brokers, Beaumonts Insurance Group Ltd, in a bid to increase its presence in the North of England.
16 December 2014
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