Latest News & Blog

Tackling the crisis in adviser recruitment Tackling the crisis in adviser recruitment

28 Dec 2016 Tom Hegarty

For at least the past decade, there has been a growing awareness that the financial services sector is facing a seemingly unsolvable problem: there are fewer advisers joining the industry than there are leaving.

Liz Coyle: Social working? Liz Coyle: Social working?

22 Dec 2016 Liz Coyle

The regulator has confirmed it wants to see the market for social investment develop in a way that provides appropriate consumer protection. Liz Coyle takes a close look at what this could mean for advisers.

"Seismic events leave path unclear" "Seismic events leave path unclear"

15 Dec 2016 Ken Davy

Looking back to this time last year, we were all aware that, following David Cameron's somewhat surprising overall victory in the General Election, we would have a referendum on Britain's membership of the European Union, and that in the US they would be voting for a new president.

Simplybiz academy applies to provide apprenticeship support Simplybiz academy applies to provide apprenticeship support

09 Dec 2016

The New Model Business Academy has applied to be added to the register of apprenticeship training providers.

Testimonials

"Firstly a great thanks to you and all involved in making this process so painless and efficient...I am most impressed so far and will recommend to any who ask."

Steve Mountford
Staffordshire

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Latest News

SimplyBiz Mortgages adds InterBay to panel

April 23, 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

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New data rules risk triggering claims industry

April 13, 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

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"30 years on, the principal still carries the can"

April 11, 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

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Understanding what makes a good advice process

April 10, 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

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