BT has appointed Annabelle Kline as its new chief product officer, joining from Macquarie Bank. According to the latest Adviser Ratings’ Landscape Report, BT Panorama has the highest penetration among advisers followed by CFS FirstChoice...
A complex series of factors can cause financial advisers to get caught up in professional indemnity (PI) insurance claims – Numerisk’s Richard Silberman shares how to avoid such events.
Data from the Institute of Managed Account Professionals (IMAP) has seen funds under management (FUM) in managed accounts approach $100 billion. Money Management previously covered how there has been a 50 per cent rise in advisers’ usage...
A Lloyd’s-backed professional indemnity cover designed for financial advisers has launched under a partnership between Adviser Ratings and insurtech Numerisk. The partners say the product will deliver improvements for advisers and insurer...
Advice practices say practice profitability is strong, but staff salaries are taking up almost half of their revenue as the battle for talent heats up. According to Adviser Ratings, some 264 advisers departed the sector in the final quart...
Adviser Ratings has entered a strategic partnership to introduce a professional indemnity (PI) insurance solution, aimed at opening up adviser supply and improving trust in the industry. The wealth data platform has partnered with Numeris...
Independent ratings agency Adviser Ratings has partnered with insurance broker Numerisk to launch a professional indemnity (PI) insurance product tailored to financial advisers. The insurance product will use Adviser Ratings and Numerisk ...
According to Adviser Ratings’ data, more than half (54 per cent) of advisers were using managed accounts in 2023, noting a 5 per cent increase from 2022. The percentage of advisers using managed funds has continued to increase over the la...
Adviser Ratings has partnered with insuretech Numerisk to argue the case for high quality advisers to show they are less of a risk to insurance suppliers, in a bid to solve the issue of rising PI insurance costs. The joint venture aims to...