AT8 Group's Mark Loosmore looks at how Contact Insurance uses IT to target the needs of the adviser community...
As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Geoff Swaby, IT director at Honister Capital Partners...
Mortgage brokers are failing to comply with regulations concerning the provision of initial disclosure documents, according to a recent mystery shopping exercise.