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adviser firms

Adviser / Broking

VitalityLife trains new business consultants

VitalityLife has launched a Business Consultant Talent Academy to increase their number of business consultants offering support for advisers, with the first eight graduating this month.

clock 19 August 2015 • 1 min read

Adviser / Broking

Premier Choice Group recruits five advisers

Premier Choice group has hired five new advisers from both the insurance and intermediary markets.

clock 11 August 2015 •

Adviser / Broking

Sesame loses 60% of network advice firms in bid to survive

Sesame Bankhall Group (SBG) has lost almost 60% of its network's member firms in the wake of a decision to kill-off its problem-laden investment advice business.

clock 11 August 2015 •

Regulation

Adviser focus: How well is your proposition placed with your clients?

John Joe-McGinley says advisers should consider what he calls 'product placement' using strategic alliances to attract new clients.

clock 05 August 2015 • 4 min read

Individual Protection

LifeQuote launches protection quotes to tackle MMR pressures

LifeQuote has launched a service to help borrowers who would otherwise dismiss protection as unaffordable due to cash flow pressures resulting from the Mortgage Market Review (MMR).

clock 04 August 2015 •

Insurer

Paul Roberts moves to Old Mutual Wealth

Paul Roberts has been appointed head of business development for protection at Old Mutual Wealth, leading the firm's distribution strategy.

clock 30 July 2015 •

Technology

IRESS unveils XPLAN Mortgage

IRESS has introduced their XPLAN Mortgage tool, with the mortgage module launching first.

clock 29 July 2015 •

Adviser / Broking

The Right Mortgage and Protection Network hires compliance director

The Right Mortgage and Protection Network has hired Gavin Earnshaw to be its new compliance director.

clock 27 July 2015 •

Regulation

'Outraged' IFA petitions FCA for independent review of adviser regulation

A petition is demanding soon-to-be acting head of the Financial Conduct Authority (FCA) Tracey McDermott enact an independent review of advice firm regulation, after an IFA was forced to pay a 320% increase in his Financial Services Compensation Scheme...

clock 27 July 2015 •

Whole of Life

Old Mutual International announces trust tool

Old Mutual International has introduced a Trust Decision Tool and Trust Form Finder, to help advisers select trusts for clients.

clock 27 July 2015 •
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