Tuesday, March 19, 2024

Services

Your 2024 Compliance Check List

Industry training firm Strategi Group has published the key activities that it says should demand the attention of compliance officers this year. The firm says...

Tips to Focus on CPD

Strategi has produced a tip sheet for advisers needing to focus more on their continuing professional development (CPD) activities. The industry training firm states the...

The Adviser Platform Discount Offer

The Adviser Platform (TAP) is offering its mortgage aggregation service for 50% off to new advisers for their first six months, so long as...

New Course Helps Close the Training Gap

Training provider MySolutionsAcademy has launched a new adviser training course that it says fills a gap in the market left by the mutuals. Glen Hatcher,...

Asteron Mental Health Programme Update

Since its launch in 2020, Asteron Life's Mental Health Disability Management Programme has received more than 30 referrals. The programme is provided in collaboration with...

Poor Record Keeping Tripping up FAPs

Our report that inadequate record keeping has been identified as a common compliance issue attracted plenty of interest among Riskinfo readers this week.. Inadequate record...

Innovation Award Presented to The Adviser Platform

The Adviser Platform team has won AIA's Licensee Award for Business Innovation to Adviser Services. It was presented to TAP's Key Account Manager Myles Leacy...

Pros and Cons of Mergers & Acquisitions

A list of common mistakes FAPs can make when implementing plans to grow their company via mergers and acquisitions has been published by Strategi...

Quotemonster Roadshow Goes Online

The team at Quotemonster, having just completed country-wide tour to demonstrate its website’s new features and technology, is holding a virtual roadshow on Wednesday...