adviser firms

In the fourth part of his series on adviser business strategies, John Joe McGinley points to a new study and argues that businesses should ask whether they make clients and customers feel special every day.

Almost three quarters (72%) of advisers polled believe that protection sales will increase in 2015, a survey has revealed.

AXA PPP has revealed changes to its Amplify intermediary portal and opened its support and information services to all intermediaries.

Stonebridge Group has seen a 10% increase in financial promotions for protection since the launch of its Revolution Touchpoint marketing tool.

Advisers need to tell ‘positive protection stories' to encourage take-up of protection, Roger Edwards, of Roger Edwards Marketing Ltd, told the Financial Services Expo in Manchester.

The 2015 COVER Excellence Awards have today opened for nominations with four new categories of award to be won.

The protection market has seen widespread growth, increasing by 4.1%, Swiss Re's Term & Health Watch 2015 report has found.

Advisers could be forced to collect and share client information on non-advised business with providers under new rules mooted by the Financial Conduct Authority (FCA).

Financial advisers across the country would prefer a coalition government comprised of Labour, the Scottish National Party (SNP) and Welsh national party Plaid Cymru over one formed by the Conservatives, Liberal Democrats and UKIP, according to a poll....

Firms trying to expand into new business areas are having to wait 85% longer for Financial Conduct Authority (FCA) authorisation than two years ago.