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Taking first was Inter-Alliance. Its marketing manager Matthew Long says: “We are delighted to win this award. Inter-Alliance offers a unique challenging and rewarding environment for our practitioners that is clearly gaining recognition. We have a &#39come as you are, but don&#39t stay as you are&#39 approach. We are committed to ensuring that our practitioners have the opportunity, skills and motivation to succeed in this changing and dynamic industry through a culture of continuous development, training and support. Inter-Alliance offers the marketing, training, IT expertise, skills and resources of a public limited company that has created an entrepreneurial culture focused on high performance”
Nudged into second was Lucas Fettes & Partners who have led where others have followed when it comes to being technologically ahead of the game. It believes intermediaries should engage with technology or face failure. Lucas Fettes chairman David Fettes says: &#34The margins are being cut so much you need to cut out the paperwork and use technology to interact with insurance companies.&#34
In third was Young Ridegeway which specialises in retirement planning and pensions advice. Its compliance officer Idris Nagaty says: &#34Over the last three years we have spent a considerable amount of time and energy on training and development. This investment in individuals and systems is crucial to ensure advice is consistent.&#34


IFAs may have to pay for LIA course

IFAs face paying millions of pounds or seeking sponsorship from theircompanies for the LIA&#39s new education programme.The LIA is aiming to double the number of certi- fied financial plannersin the UK within a year and is seeking a 1m grant from the European socialfund.However, the programme will cost 1,000 per IFA and, as the LIA […]

Halifax to patent internet bank products

Halifax is planning to patent the account design and software for its new internet bank, Intelligent Finance.The bank claims its ideas are so exciting that it needs a patent to protect others from mimicking them.It will not release the revolutionary features until its inception in July, however, industry commentators are sceptical says the Financial Times […]

Independent View

The level of turnout for last week&#39s local elections was abysmal.It is a shame that individuals do not exercise their dem- ocratic rights.No doubt, it is a substantial underlying sil- ent protest from those whocannot find a suitable candidate to vote for.I think politics should be a vocation and not a career choice, no matterwho […]

Palmtop rhapsody

Technology offers opportunities to spend more time developing mutuallyprofitable client relationships. A financial adviser&#39s briefcase used to beweighed down with paper – notebook, diary and address book. Today, thatbriefcase is more likely to contain communications technology equipmentthat can handle most issues on the spot.But what is a financial adviser looking to achieve from communicationstechnology apart […]

Bonds going bust? Not so fast….

In recent months bond bears have been reinvigorated, and market commentary suggesting “the end of the bond (bull) market is near” has become commonplace. We think these comments are premature. Explaining the global government bond sell-off October has seen renewed pressure on global government bonds, initially provoked by a Bloomberg article suggesting that the ECB […]


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