marketing

The concept of ‘direct offer' business may have to undergo reform in the UK as proposals inside the MiFID directive suggest product purchases can only be considered ‘execution-only' if the client approaches the firm ‘on their own initiative'.

Sales channels such as email and a mobile phone-specific website are not imminent, but are not being ruled out by National Savings & Investments.

The Association of IFAs has appointed a former head of group insurance marketing at Sun Life of Canada, Rebecca Pratley, as its head of marketing at the trade body.

In part two of his series about internet marketing, David Elms , chief executive of IFA Promotion , points out inrermediaries don't need to develop ‘all-singing all-dancing' sites to have an internet presence.

Missing email addresses, faulty branding and even missing business names are some of the most common mistakes appearing on IFAs' business cards, according to research by Broker Exchange.

Quay Software and The Outsourced Marketing Department (TOMD) are teaming up to deliver "do it yourself" marketing courses explaining how to create a corporate marketing plan and generate new business on the back of it.

IFA directory provider IFA Promotions may eventually 'switch off' all traditional media marketing and concentrate on marketing only through online services and search engines.

The Financial Services Consumer Panel has laid down a challenge to the financial industry to change its entire culture and live up to its "treating customers fairly" requirements.

A new type of lead generation marketing service has been launched for IFAs which establishes specifically what investment advice the client requires ahead of an appointment.

Just lately, it seems you can't escape from being reminded of the mess that has become the UK pensions crisis.