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Client Acquisition

Companies

Fairstone adds £150m FUM in seventh acquisition of 2019

Octagon Wealth Management

clock 26 November 2019 • 1 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

Client Acquisition

Insurance websites failing customer needs

Insurance company websites are not meeting even the most basic customer experience standards according to a recent survey.

clock 24 February 2012 •
IFAs must look to technology for 2012 - Aviva

Adviser / Broking

IFAs must look to technology for 2012 - Aviva

The increased use of integrated technology systems and social media will be vital to the development of IFA businesses post RDR, Aviva has warned.

clock 15 December 2011 •

Client Acquisition

Foster Denovo predicts budget orientated 2010

Foster Denovo envisages the market will continue to experience similar challenges in the first half of 2010, and employers are going to be continually working to keep costs down.

clock 15 December 2009 •

Client Acquisition

NHS must improve early Cancer diagnosis says cancer tsar

The NHS in England must get better at diagnosing cancers at an earlier stage if it is to improve survival rates, the cancer tsar has said.

clock 01 December 2009 •

Marketing

Groupama targets SME sector with PA policy

Groupama Insurance has adjusted its Personal Accident policy to aid brokers targeting the SME sector.

clock 01 December 2009 •

Client Acquisition

Better Business: Keeping customers happy

David Child, managing director of 1st - The Exchange, says the financial crisis and RDR mean strong business relationships with clients are more important than ever for advisers.

clock 17 November 2009 •

Marketing

Aegon targets Business Protection

Aegon has produced a factsheet highlighting the importance of business protection for an adviser's clients.

clock 30 October 2009 •

Adviser / Broking

Study highlights importance of marketing for IFAs

IFAs believe marketing is important - but most do nothing about it, a survey suggests.

clock 28 September 2009 •
123
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A day in the life of an adviser: Coventry-based Vicki Skinner

03 February 2023 • 3 min read
02

FCA blocks thousands of misleading ads in 2022, up 14x from 2021

03 February 2023 • 3 min read
03

FCA places numerous restrictions on Nexus IFA and Nexus IM

02 February 2023 • 2 min read
04

How changes to investment tax could impact clients

02 February 2023 • 4 min read
05

Tough markets see resilient advisers pivot to protection

03 February 2023 • 4 min read
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