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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Green

Climate Change Investment Awards shortlist announced

The shortlists have been announced for the Climate Change Investment Awards organised by Investment Week/Professional Adviser and advisers Holden & Partners.

clock 14 November 2008 •

Offshore Investment

How secure are offshore bonds?

For several weeks now we have been trying to get straight answers to simple questions regarding the security of clients' assets.

clock 14 November 2008 •

uncategorised

Zurich rethinks distribution model

Zurich plans to realign its agency distribution model in Hong Kong in a drive to equip its agents with skills and long-term incentives to meet customers' and regulators' expectations.

clock 13 November 2008 •

uncategorised

VAM Funds hires business development consultant for Europe

VAM Funds has appointed Stephen Reddaway as business development consultant for Europe.

clock 13 November 2008 •

Technology

Advisers get technology boost from roadshows

The confidence of advisers attending 1st-The Exchange's technology roadshows was boosted by up to 26% by the end of the sessions.

clock 13 November 2008 •

Your profession

Friends Prov to cut customer service jobs

Friends Provident will make an unspecified number of redundancies by combining its operations in Manchester.

clock 13 November 2008 •

Mortgages

AMI demands levies cut for members

The Association of Mortgage Intermediaries (AMI) has called on the FSA to recognise the benefits of AMI membership by reducing regulatory fees for members.

clock 13 November 2008 •

Your profession

FSA fines up 300% since January

FSA fines have increased by over 300% during the past year as the regulator cracks down on firms, research shows.

clock 13 November 2008 •

Protection

NU toasts 78% CI non-disclosure claims drop

Norwich Union says a campaign allowing clients to review their critical illness applications led to a 78% drop in claims declined for non-disclosure.

clock 13 November 2008 •

Your profession

Branding guru offers IFAs image tips

Personal branding specialist Lesley Everett will advise IFA Life members on how to differentiate themselves through a "stronger image" and "improved personal effectiveness".

clock 13 November 2008 •
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