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World Insurance Associates acquires HML Brokerage
New Jersey-based World Insurance Associates has acquired HML Brokerage based in Brooklyn, New York. The acquisition happened on 1 September 2024, and the terms of the transaction were not disclosed. HML offers...
Read moreCost of doing business is top concern for financial advisers – The Exeter
The cost of doing business is the biggest concern for financial advisers over the next year to two years, according to research from The Exeter. The survey of 250 UK financial advisers...
Read moreRogers joins and Thomson appointed vice chairwoman as Lakey and Miller exit PDG board
The Protection Distributors Group (PDG) has announced a number of board changes for 2025 following its annual general meeting (AGM) earlier this month. The changes, effective from the start of the year,...
Read moreAre mortgage advisers failing to protect house buyers? – analysis
After a difficult 2023 interest rates have begun easing, declining from a peak of 5.75% in August 2023 to a low of 4.75% in December 2024, and there appears more positivity in...
Read moreCIExpert and Iress integration will help advisers meet Consumer Duty quality requirements – Lakey
Iress' two-way, real-time integration with CIExpert will help eliminate poor integration between disparate systems across the industry and deliver quality advice meeting Consumer Duty requirements. This is according to CIExpert director, Alan...
Read moreDoes AI have any role to play in advisers’ business development marketing mix? – analysis
The old mantra of 'knowing your customer' continues to be critical to the success of any protection or health insurance advice business. But how can advisers best get to know their customers...
Read moreAIA Singapore expands coverage via hospital deal
AIA Singapore has expanded its health insurance coverage via the signing a memorandum of understanding with Raffles Hospital to increase the quality of healthcare services for its customers as well as increasing...
Read moreScottish Widows Panel: IP is essential for young adults to meet life goals
Income protection (IP) is essential for young adults to ensure they can fulfil their potential and meet their life goals, according to the Health & Protection panel in association with Scottish...
Read moreCancer survivors find new purpose in life – Axa Health
Almost two-thirds (64%) of cancer survivors say that what they value has changed, and another eight in 10 said the illness has given them a new outlook on life, according to an...
Read moreMore than 10,000 Reassured customers use digital universal trust form
More than 10,000 customers have filled in digital forms using Reassured's universal trust form to streamline policy applications. The broker launched its own universal Trust form in late September 2023, for customers...
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