"California dreaming on such a winter's day"
As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.
Matt Timmins: New guidance body has no right to word 'advice'
Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice
"Providers must allow tax deductible advice"
Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.
Fos report is a dollop of gruel for advisers
Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.
Adviser Landscape
SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.
Back in the GDPR...
There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations. Hard or soft? Single market or free trade area? Bad deal or no deal?
Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers
The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA with regards to certain financial instruments.
EU rule could cause trouble for IFAs
Sadly, we are now at the end of the summer holidays, so it is time to brush off the sand and pack away the sun cream.
Revised managers' regime will uncover 'reckless and criminal' firms
The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.
Matt Timmins: Advisers must go back to basics
The industry seems to have lost sight of the important fundamentals when it comes to clients’ financial plans.