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Advisers see four-fold surge in professional referrals

Financial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.

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Unbiased to raise client referral charge by 50% from 1 June

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.

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National IFA group signs deal with referral fintech firm

National IFA firm Tenet is the first adviser support group to partner with the new referral tracking platform, TrackerHub.

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37% of HNW clients sourced through referrals

New research suggests that client referrals are the top way to find new HNW clients with 35.7% sourced through this channel globally.

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