Client Acquisition
Fairstone adds £150m FUM in seventh acquisition of 2019
Octagon Wealth Management
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?
Insurance websites failing customer needs
Insurance company websites are not meeting even the most basic customer experience standards according to a recent survey.
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.
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.
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.
Groupama targets SME sector with PA policy
Groupama Insurance has adjusted its Personal Accident policy to aid brokers targeting the SME sector.
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.
Aegon targets Business Protection
Aegon has produced a factsheet highlighting the importance of business protection for an adviser's clients.
Study highlights importance of marketing for IFAs
IFAs believe marketing is important - but most do nothing about it, a survey suggests.
ASA cautions British Insurance over direct mailing
Payment protection specialists British insurance have breached Advertising Standards Authority (ASA) codes with a direct mailing promoting its products.
Public head in the sand over protection - Scot Prov
Nearly two-thirds (63%) of people in Britain continue to think ‘it' will never happen to them according to new independent research commissioned by Scottish Provident.
Online opportunity
Advisers should concentrate more on internet marketing, according to IFA Life. Philip Calvert, foun...
When a plan comes together
Protection campaign
ASU and IP join lead mix
Leadbay has begun offering advisers accident, sickness and unemployment (ASU) leads, and income prot...
Drilling for success
Cover Story: Lead buying
Prepare for the best
Advisers should plan their marketing activities before an economic upturn, according to IFA Life. Ph...
LeadPoint sets 2009 product launch target
Lead exchange marketplace LeadPoint has revealed it plans to launch more than ten new lead products in 2009.
Market views
The FSA has published its RDR feedback statement. Will distinguishing between independent and sales advice, setting minimum qualifications for IFAs and introducing a standard for independent advice 'reform the investment market' and increase confidence...
Bridging the gap
Written material
The gentle art
It is during hard times that people need protection the most but persuading them to part with their cash may be difficult. Roger Edwards offers some marketing advice
The beginning of something beautiful?
Lead buying
Market views
Fortis has just launched two new products after much hype. What do you think of Real Life Cover and Your Life Plan and do you think they will become industry templates for product innovation?
Market views
LeadPoint, a lead generation portal, is about to expand its offering and launch into the protection market. What do you think of such an idea, bearing in mind the current economic climate?
Most read
