com If you do need advice use an advisory broker
or Independent Financial Advisor (IFA).
US insurance advisory broker
Celedinas Insurance Group said in a press release on Tuesday it had bought sector player Palm Beach Insurance Group in a bid to expand its business in Florida and add to its local portfolio.
The more knowledgeable of the many ways that voluntary can solve HR problems, the greater the number of resources he can bring to bear on the client's problems, the more successful an advisory broker
will be at cross-selling voluntary.
A self-select ISA portfolio allows the investor to trade in stocks on a daily basis and add or sell funds in the portfolio either directly online or via an advisory broker
Investors' Chronicle readers have voted Redmayne-Bentley the UK's Best Advisory Broker
(Cost and Value) in the publication's 2005 Awards.
Mr de las Cuevas said that the costs involved in administering suitability tests would be so high as to force firms to become discretionary or advisory brokers
He added, "This recognition further supports our goal to offer our clients the convenience of a local insurance firm that incorporates the breadth of products, expertise, and market strength of one of America's oldest and largest insurance advisory brokers
Our goal is to offer Palm Beach Insurance Group clients the convenience of a local insurance firm that incorporates the breadth of products, expertise, and market strength of one of America's oldest and largest insurance advisory brokers
," said Ray Celedinas, President and CEO of The Celedinas Insurance Group.