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Adviser firms

Half of IFA firm owners plan to sell up in the next five years

Mortgage Solutions | 16 Oct 2014

Almost half of independent advisory firm business-owners plan to sell up within five years - and 10% next year, research has found.

Keyboard buy and sell keys
bob-young

Diary of a new mortgage lender: Fleet Mortgages

Well, this is the biggest jigsaw I've ever helped put together.

Mortgage Solutions | 14 Oct 2014
peoples-poll

New Poll: Is the slowing housing market impacting your business??

RICS and Council of Mortgage Lender figures both confirm the housing and mortgage markets have settled into a slower growth pattern as activity in London finally ran out of steam.

Mortgage Solutions | 09 Oct 2014

Other Adviser firms articles

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Only quarter of advice firms have social media policy - study

Only one in four advisory firms operates a social media policy for staff despite its increasing use and growing scrutiny from the regulator, research suggests.

Mortgage Solutions | 08 Oct 2014
exam-paper

Two-thirds of brokers not qualified to sell equity release

Almost two-in-three mortgage brokers do not have the appropriate qualifications needed to sell equity release products, a poll has found.

Mortgage Solutions | 02 Oct 2014
hsbc-canary-wharf-5

HSBC starts mortgage sales through advice channel next week

From Monday 6 October, HSBC will start to offer its mortgages through Countrywide Mortgage Services brokers.

Mortgage Solutions | 02 Oct 2014
keith-richards-tenet

PFS' Richards to advisers: Stop anonymous online comments

Advisers should stop posting negative comments about the industry from behind a cloak of anonymity, chief executive of the Personal Finance Society (PFS) Keith Richards has said.

Mortgage Solutions | 01 Oct 2014
FSCS

Seven advice firms confirmed in default by FSCS

Seven advice firms have been declared in default by the Financial Services Compensation Scheme (FSCS).

Mortgage Solutions | 30 Sep 2014
kevin-paterson-source

Three magic minutes: how to seal a sale

As competition from price comparison websites continues to grow Source Insurance managing director Kevin Paterson looks at the key stats behind insurance sales.

Mortgage Solutions | 29 Sep 2014
star-letter

Star Letter 26/09/14

Each week Mortgage Solutions picks the most opinionated or thoughtful reader contributions from our article comments and letters to the editor.

Mortgage Solutions | 26 Sep 2014
neil-hoare-personal-touch

Replicating the MMR model in buy-to-let

The news from the Treasury that there is a strong possibility that accidental landlords will fall under MMR-style regulation in 2016 should not be shock based on the FCA’s ethos that consumer behaviour should drive product design.

Mortgage Solutions | 18 Sep 2014
2014-06-05-ms-blog-brodnicki-stills-script3

Video blog: Non-industry recruits - are they right for your business?

Trainees have an important role to play as intermediaries look to grow and diversify in a recovering market, however they are not the answer unless as a business owner you are prepared to invest the time, money and resource to build what can be an extremely valuable asset to the business.

Mortgage Solutions | 11 Sep 2014 | screening image
brendan-llewellyn

How to network (properly)

Compare the following two headlines: ‘Financial adviser gains new client through Twitter', and ‘Financial adviser gains new client through local accountancy connection'.

Mortgage Solutions | 09 Sep 2014

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