Client Acquisition

Octagon Wealth Management

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

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 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.

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

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

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