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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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  • Trending now
  • CII certificates go paperless
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lead generation

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  • Protection
Life insurance broker Renew Life to enter into administration

PI insurance revoked amid market ‘nervousness’

  • 07 January 2021
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  • Protection
Action needed to mitigate 'fraudulent' lead generation in insurance

‘Protecting the Protectors’ paper warns

  • 19 June 2020
Budget 2018: Ban on regulated firms buying cold-called leads mulled
  • Retirement
Budget 2018: Ban on regulated firms buying cold-called leads mulled

Cold-calling ban to proceed

  • 29 October 2018
Ros Altmann challenges FCA to ban firms using lead generators
  • Pensions
Ros Altmann challenges FCA to ban firms using lead generators

Scam victims lost average £91,000

  • 15 August 2018
  • Regulation
Adviser faces court fight with lead generation firm

A financial adviser is poised for a legal showdown with a controversial lead generation firm employing a banned IFA, after he said it failed so dramatically to provide the advertised service it amounted to "deception and fraud".

  • 18 November 2015
Banned IFA targets True Potential advisers in lead generation rip-off
  • Regulation
Banned IFA targets True Potential advisers in lead generation rip-off

Network True Potential advisers have spoken of how they lost thousands of pounds to a former IFA banned for mortgage fraud, who promised them leads to high-net-worth clients that were never delivered.

  • 27 July 2015
  • Adviser tips
Expansion plans? How to exploit classic growth drivers

EXPANSION

  • 08 August 2013
  • Your profession
Price comparison site offers 'lead service' to advisers

Consumer independent price comparison website Payingtoomuch has developed a service that pairs customers with new advisers, and advisers with new leads.

  • 22 April 2013
  • Your profession
Ten (or so) questions to ask of your lead generator

A list of key questions advisers should ask before selecting a lead generation provider has been put together by Friends Life.

  • 13 July 2011
  • Income Protection
Ark Financial launches IP lead generation service

Ark Financial Leads has launched a service to provide advisers with telephone qualified income protection (IP) leads.

  • 25 March 2011
  • Technology
Ark Financial Leads launches protection and mortgage lead service

A new lead generation provider has launched on the protection and mortgage markets with plans to enter the pensions and investments sectors later this year.

  • 31 January 2011
  • Service
Leadbay secures buyer

Leadbay Media Group has sold its assets to the Mitchell Farrar Group for an undisclosed sum and is set to relaunch its brands.

  • 11 January 2011
  • Service
Brokers set to lose £200,000 from Leadbay sale

Leadbay Media Group's assets will be sold without liabilities tomorrow at midday, leaving brokers roughly £200,000 out of pocket and outstanding debts of over £600,000 to November 2010.

  • 23 December 2010
  • Your profession
Top tips for generating leads

A fruitful way of generating leads has always been high on advisers' agendas, but now, with the challenges of RDR just over two years away, mastering the concept has become more important than ever.

  • 04 November 2010
  • Adviser / Broking
LeadPoint launches telephone verification system

LeadPoint, the online lead generation solutions provider, has announced the launch of its real-time telephone verification system.

  • 12 October 2010
  • Individual
Leadbay unveils PMI lead service

Following a successful trial lead provider Leadbay has launched a service for private medical insurance (PMI) leads.

  • 22 September 2010
  • Technology
Google to help advisers build online presence

Google, the search engine giant, is to launch free training and support for IFAs to help them take advantage of online business opportunities.

  • 21 June 2010
  • Individual Protection
Leadbay amalgamates with All About Group

Leadbay's parent company, Add Momentum Holdings, has joined with the All About Group to create the country's largest financial services lead generation company.

  • 25 May 2010
LeadPoint reveals new adviser web site
  • Technology
LeadPoint reveals new adviser web site

Lead generation firm, LeadPoint has announced the launch of a new website designed to help lead buyers maximise their investment in new leads.

  • 11 May 2010
  • Marketing
Web tactics

Dean Jones investigates the importance of the internet in building new relationships with clients

  • 01 January 2010
New business for advisers to rise in 2010
  • Adviser / Broking
New business for advisers to rise in 2010

Financial services advisers are very optimistic about their business growth prospects in 2010, according to research from paaleads.

  • 01 January 2010
  • Protection
Refining the process

A few simple techniques can make lead buying a much more rewarding activity. Jonathan Barrett explains.

  • 01 October 2009
  • Mortgages
Leadbay offers personalised e-mail contact with clients

Leadbay has launched a service to allow mortgage brokers to make a more personal approach to possible customers.

  • 26 June 2008
  • Mortgages
Broker sub-prime business 'still going strong'

Sub-prime mortgages are still providing business opportunities for UK brokers despite major problems in the US market over the past year, according to BDS Mortgage Group.

  • 07 May 2008
12

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Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
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