Marketing

Threesixty aims to simplify compliance with Trust launch

Compliance

Threesixty aims to simplify compliance with Trust launch

A compliance management suite

clock 29 January 2025 • 1 min read
Adviser-turned-compliance director: 'I understand where advisers come from'

Compliance

Adviser-turned-compliance director: 'I understand where advisers come from'

Vicky Pearce founded B-Compliant to address gap in the market

clock 03 January 2025 • 2 min read
Majority of advisers have taken on a new client in the last month

Client Acquisition

Majority of advisers have taken on a new client in the last month

'The ability to look after client numbers is more of an issue'

clock 13 May 2024 • 1 min read
LCP secures 'record income' of £149m in 2021/22

Compliance

LCP secures 'record income' of £149m in 2021/22

Further growth of 5%

clock 25 July 2022 • 2 min read

Companies

Fairstone adds £150m FUM in seventh acquisition of 2019

Octagon Wealth Management

clock 26 November 2019 • 1 min read

Marketing

Aviva launches protection hub for advisers

Group protection and health

clock 04 October 2019 • 1 min read

Protection

COVER Customer Care Awards: Shortlists announced

'Truly making a difference'

clock 26 March 2019 • 2 min read

Client Acquisition

Advisers respond: Client retention or acquisition?

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?

clock 07 June 2018 • 1 min read

Individual Protection

'Bullish' PruProtect plans more new products

PruProtect has said it is "bullish" about the future for the protection market and that it is aiming to be a major player in the UK market.

clock 28 February 2012 •

Adviser / Broking

Advisers confident of protection growth

Protection is seen as a key growth area by IFAs with almost two thirds optimistic about increasing business in the sector this year.

clock 27 February 2012 •