Accountancy body adds referral platform for Planners

Accountancy professional body ICAEW has partnered with technology firm RQ to launch an online platform enabling Chartered Accountants and Financial Planners to refer clients.

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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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