Protection business in 2012 and 2013 will be affected by events this year and some fundamental changes to the way customers policies are priced into the next. Richard Verdin explains.
Banning trail commission on fund switches - as the FSA hinted it may do - goes against the spirit of treating customers fairly, advisers say.
People are reluctant to talk about how serious illness or a death in the family could affect their finances. Advisers can play a role in changing this mindset.
Rahul Odedra meets five young gun advisers already making a name for themselves in financial services…
Medical insurance brokers have applauded moves by private medical insurance (PMI) providers to remove the limits on cancer coverage for many standard polices.
Insurance brokers and life companies will attempt to cross-sell to existing customers in order to compensate for "downbeat" market conditions in 2012, research suggests.
Three investment managers give their views...
So, you haven't sold income protection to your clients. What's the worst that can happen? According to John Bridge, an awful lot...
Owain Thomas finds that, sometimes, driving a Ford Focus rather than an Aston Martin is a good thing
The increased use of integrated technology systems and social media will be vital to the development of IFA businesses post RDR, Aviva has warned.