Accountancy body adds referral platform for Planners
- Wednesday, 18 October 2023
- Articles
Accountancy professional body ICAEW has partnered with technology firm RQ to launch an online platform enabling Chartered Accountants and Financial Planners to refer clients.
Read more...Advisers see four-fold surge in professional referrals
- Wednesday, 11 November 2020
- Articles
Financial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.
Read more...Unbiased to raise client referral charge by 50% from 1 June
- Tuesday, 21 May 2019
- Articles
Unbiased, the directory and lead generating service used by many Financial Planners and advisers, is to raise its charge for passing on consumer enquiries from 1 June - but has defended the increase as the first in four years.
Read more...National IFA group signs deal with referral fintech firm
- Wednesday, 17 April 2019
- Articles
National IFA firm Tenet is the first adviser support group to partner with the new referral tracking platform, TrackerHub.
Read more...