IFAs wanting to move to a fee-based business model are often told they should segment their client base and concentrate on those clients who are likely to be most profitable.
The Association of Mortgage Intermediaries (Ami) has launched a new factsheet for members dealing with retention business.
Axa last month confirmed it was in exclusive talks to buy financial adviser group Thinc Destini, and given the time scales usually involved in a merger or takeover, it wouldn't be unreasonable to think the deal could be completed at any time.
You wouldn't necessarily expect a personal finance journalist to have a lot of difficulty getting credit but I have been having problems for years.
The Association of IFAs and the Association of Mortgage Intermediaries are at odds over their favoured options for the future funding of the Financial Ombudsman Service.
The Association of Mortgage Intermediaries (Ami) has published wording to help intermediaries access client information post-completion.
A Pension Term Assurance (PTA) factsheet has been launched by the Association of Mortgage Intermediaries (Ami).
A factsheet to assist mortgage intermediaries in advising clients who are thinking of buying property abroad has been developed by the Association of Mortgage Intermediaries (Ami).
The Association of Mortgage Intermediaries (Ami) has launched a factsheet to inform members about the different types of credit search used by lenders in the mortgage process.
Four mortgage intermediary firms have been referred for possible enforcement action following the launch of a fraud reporting system between mortgage lenders and the Financial Services Authority (FSA).