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adviser

Your profession

Pioneer extends UK seminar tour

Income protection provider Pioneer has set up an extra 47 workshops to add to its tour of the UK.

clock 20 April 2007 •

Your profession

More boutiques to shop in by 2008

More and more fund managers are opting to leave large houses and strike out on their own, according to Resolution Asset Management.

clock 02 March 2007 •

Protection

Facing up to the 'what if' scenarios

Out with the old and in with the new. I love New Year. New Year's Eve parties are always great and wonderfully round off a two-week break over Christmas. A fresh start is always good, personally and professionally. Even the office gets a spring clean...

clock 23 January 2007 •

Your profession

Standard Life talked to FSA ahead of policy change

Standard Life discussed with the FSA beforehand its new communications policy, which asks customers to sign declaration forms acknowledging understanding of transfers and transfer value requests.

clock 20 December 2006 •

Investment

Reits research 'positive'

Figures published by Reita suggest advisers are expressing increasing interest in the vehicles ahead of the opening of the UK Reits market in January.

clock 20 November 2006 •

Technology

Mass market in scope of risk profiling tool

Distribution Technology's newly launched risk profiling tool is intended to fill a gap spotted in the "mass market" as much as meet the needs of advisers with high net worth clients.

clock 09 May 2006 •

Investment

Scot Eq launch post-Aday adviser roadshows

Scottish Equitable is to begin its latest series of IFA roadshows on the challenges facing advisers post A-Day at the end of next week.

clock 12 April 2006 •

Technology

Pru adds new links to back-office providers

Prudential has added new contract enquiry links to three back-office software providers as part of its adviser extranet service.

clock 16 February 2006 •

Offshore Investment

Pru Int'l rejigs portfolio bond on adviser input

Prudential International has introduced a range of enhancements to its flagship investment bond with the aim of attaining a 'top three' market position.

clock 13 January 2006 •

Technology

Barriers, action plan identified by Adviser E-Enquiry

Initial research and discussions with intermediaries as part of the industry's Adviser E-Enquiry initiative suggest ecommerce is being held back by a particular set of barriers requiring an industry-wide response, a Webline forum has heard.

clock 25 November 2005 •
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