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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.
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2012 marks a watershed for the Life companies, fund managers, banks and advisers who service...
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Two months left before the ‘real RDR deadline’ – are you compliant with the required professional...
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FSA warns firms about 'falling out of permissions' over rebalancing
TMP founder Morris takes to stand in GP Noble trial
Banks keep close eye on expat market
FSA tells paraplanners to challenge IFAs on suitability letters
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