professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Bluefin

Technology

The Big Interview: Julie Lord

More than a decade ago, Bluefin Wealth Management led the way in doing business by using platforms. With technology developing at breakneck speed today, Julie Lord tells Helen Morrissey there is no better time to put them to use in everyday business practice...

clock 17 February 2011 •

Your profession

Bluefin to play Little Stevie for Wonder-ful new clients

Bluefin Corporate Consulting, part of AXA-owned Bluefin Advisory Services, is programming the company's 1,000 computers to play Stevie Wonder's 'Signed, Sealed, Delivered, I'm Yours' every time the firm wins a new client.

clock 28 January 2011 •

Adviser / Broking

Bluefin appoints Crisp as business development director

Adviser Bluefin Insurance Services has appointed Mike Crisp to the newly created role of business development director in its corporate risks division.

clock 07 December 2010 •

Your profession

Axa 'happy' with Bluefin after £62m write-down

Axa today declared itself happy with its investment in Bluefin Advisory Services after the intermediary revealed it made a £62m write-down last year following a restructure of its private client division.

clock 05 October 2010 •

Adviser / Broking

Axa CEO Maso insists it has no plans to sell broking arm Bluefin

Axa has insisted that it has no intention of selling its Bluefin Insurance Group and remains fully committed to the distribution market.

clock 24 August 2010 •

Income

OMO reform 'must form part of political manifestos'

Reform of the Open Market Option would boost government coffers by £1.7bn over 20 years and should form part of all political manifestos, a lobby group says.

clock 06 April 2010 •

Investment

Budget 2010: EFRBS could face tougher regulation

Tax efficient arrangements such as employer funded retirement benefit schemes could come under heavy government scrutiny following yesterday's Budget, a consultant warns.

clock 25 March 2010 •
345
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=bluefin