Marketing

Five critical mistakes new chief compliance officers make (and how to avoid them)

Compliance

Five critical mistakes new chief compliance officers make (and how to avoid them)

'The learning curve is steep, the pressure is immediate'

clock 04 November 2025 • 5 min read
Threesixty aims to simplify compliance with Trust launch

Compliance

Threesixty aims to simplify compliance with Trust launch

A compliance management suite

clock 29 January 2025 • 1 min read
Adviser-turned-compliance director: 'I understand where advisers come from'

Compliance

Adviser-turned-compliance director: 'I understand where advisers come from'

Vicky Pearce founded B-Compliant to address gap in the market

clock 03 January 2025 • 2 min read
Majority of advisers have taken on a new client in the last month

Client Acquisition

Majority of advisers have taken on a new client in the last month

'The ability to look after client numbers is more of an issue'

clock 13 May 2024 • 1 min read
LCP secures 'record income' of £149m in 2021/22

Compliance

LCP secures 'record income' of £149m in 2021/22

Further growth of 5%

clock 25 July 2022 • 2 min read

Companies

Fairstone adds £150m FUM in seventh acquisition of 2019

Octagon Wealth Management

clock 26 November 2019 • 1 min read

Marketing

Aviva launches protection hub for advisers

Group protection and health

clock 04 October 2019 • 1 min read

Protection

COVER Customer Care Awards: Shortlists announced

'Truly making a difference'

clock 26 March 2019 • 2 min read

Client Acquisition

Advisers respond: Client retention or acquisition?

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?

clock 07 June 2018 • 1 min read

Individual Protection

'Bullish' PruProtect plans more new products

PruProtect has said it is "bullish" about the future for the protection market and that it is aiming to be a major player in the UK market.

clock 28 February 2012 •