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3,000 advisers use Friends Provident online toolkit in one year

Three thousand advisers have so far used Friends Provident’s online business toolkit to enhance their company brand name.

The Markitect toolkit contains unbranded support materials, such as templates and campaign aids, designed to help advisers drive their business forward.

Since its launch in March 2008, the provider has recorded around 250 users each month.

Friends Provident eBusiness manager Steve Young says: “A year on from launch, it’s really encouraging to see that hundreds of advisers are using Markitect every month to enhance their marketing efforts. We regularly refresh the Markitect content to ensure that we are reflecting advisers’ interests of the moment and anticipating what’s coming over the horizon.”


Aifa warns of cost of overhauling regulator

The Association of Independent Financial Advisers has welcomed Sir James Sassoon’s review of the tripartite system, commissioned by the Conservative party, but warned of the cost involved with overhauling regulatory structures.

IHT could be the key

Those advisers involved in, or thinking of entering, the equity release market should be encouraged by the recently published Safe Home Income Plans member survey.

AMI wants Woolwich to rethink tranche system

The Association of Mortgage Intermediaries has called on Woolwich to reassess its new mortgage tranche management system after members have voiced concerns over waiting times and inability to secure funding.

Means to a blend

Blending managers in a multi-manager structure is the task of optimally combining managers that offer complementary characteristics and should enhance performance potential within a more efficient risk framework. It is as important as choosing the managers in the first place.


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