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business development

RDR

RDR prep: Is your firm an eagle or an ostrich?

A 'light-hearted' analysis of firms' preparedness for the Retail Distribution Review splits businesses into seven categories. So, what would you consider yours to be? An Albatross, Octopus or Mole?

clock 18 November 2011 •

Adviser tips

Cost cuts: Five ways to streamline your business

With markets and regulators putting fresh pressure on firms, Professional Adviser asked advisers how to run a tight ship without compromising revenues.

clock 10 November 2011 •

uncategorised

Experts call on govt to confirm pension reform go-ahead

The government must confirm if auto-enrolment is to be put on hold to prevent damage to businesses, following reports it could be delayed, industry figures say.

clock 12 October 2011 •

Adviser / Broking

'Amazing' demand for unbiased training requires adviser shortlist

A shortlist has been formed for advisers wishing to attend the independent protection training after the first two sessions were fully subscribed in less than a week.

clock 11 August 2011 •

Investing in the profession

CII appoints corporate development boss

The Chartered Insurance Institute (CII) has appointed Graeme Sutton as director of corporate development.

clock 11 July 2011 •

Regulation

Aviva: Most advice firms will still be trading post-RDR

More than three quarters of advisers are confident they will still be trading come 1 January 2013, the day the RDR is introduced, according to Aviva research.

clock 24 January 2011 •

Individual Protection

BIBA highlights brokers' difficulties to government

The British Insurance Brokers' Association (BIBA) has highlighted the challenges and pressures of small brokers to government representatives.

clock 04 October 2010 •

Individual

Word of mouth beats advertising for PMI business - National Friendly

Word of mouth is most effective in securing new Private Medical Insurance (PMI) business for IFAs, according to National Friendly.

clock 17 March 2010 •

TMT

Tech Review: Chartwell Group

Continuing his series for Professional Adviser, AT8 Group's Mark Loosmore says Chartwell Group's investment in technology has less to do with being 'RDR-ready', and more to do with the end customer...

clock 17 December 2009 •

International

Stand out in a crowd

Few advisers consider International PMI, says Paul Weigall, yet it is a business ripe with development opportunity for intermediaries.

clock 01 October 2009 •
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