adviser firms

Personal Touch Financial Services has launched a new business development programme offering member firms training and support in running successful businesses.

The smallest advice firms face the largest proportion of regulatory costs, with some paying up to 20% of their income, research commissioned by the Association of Professional Financial Advisers (APFA) has found.

The most important elements of protection service for advisers are those that value quality service at the beginning, middle and end of the customer journey - not just for new business acquisition.

The Personal Finance Society (PFS) has said it wants to put accredited financial advisers "at the public's fingertips" with the relaunch of its adviser directory.

Employee benefits and wealth management business Mattioli Woods has rebranded its subsidiaries Kudos Financial Services and Atkinson Bolton.

Insurer Zurich welcomed the regulator's pledge to re-open the long-stop debate but suggested it should be looking at more options than just a 15-year liability period.

PruHealth with Vitality has launched a Vitality Academy, designed to provide brokers with learning and development support.

Panacea Adviser has announced that income protection specialist British Friendly has joined its growing list of partner protection firms.

Mutuals must emphasise how they differ from the competition particularly when they face pricing pressures, an insurance broker has urged.

Two broking bosses have been given warning notices by the Financial Conduct Authority relating to management issues and client money handling.