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Personal Touch Financial Services
This week Mark Loosmore of AT8 Group examines Personal Touch’s new attitude-to-risk tool.
Personal Touch has added a multi-tie protection panel to join its whole of market offering.
Personal Touch Financial Services is rolling out its own risk profiling asset allocation tool to its independent financial adviser (IFA) members, after warnings from the Financial Services Authority (FSA) about other tools in the market.
Other Personal Touch Financial Services articles
National and network advisory businesses say they may be forced to raise charges if regulatory and insurance costs continue to climb.
Personal Touch Financial Services (PTFS) has appointed nine regional managers to its network as part of its new sales and development strategy.
Personal Touch Financial Services has made changes to its head office structure to enhance its focus on helping IFAs and brokers to build their businesses.
The CII is extending the capacity of its public exam centres by introducing additional sittings, driven by demand for level 4 qualifications.
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