SimplyBiz Group awarded second industry honour
The SimplyBiz Group has been named as the winner of the 2019 Money Marketing Best Support Service Award
Ken Davy: Seeing the benefits of good financial advice
At this year’s MDRT in Miami, one message kept coming up - we all know that our clients are able to enjoy more satisfying lives when their protection and savings needs are in good order. Doing a better job for clients enables them, and you, to live a more comfortable, fulfilling and balanced life.
Scarlett Musson: How to help clients make a will
In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients
Martin Pickles: How to help clients value their estate
Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation.
Neil Stevens: Outsourcing portfolio admin can be costly
Our Group Joint CEO looks at the best way for advisers to outsource to a DFM.
Senior Managers support strengthened by SimplyBiz Group
The Group has launched a series of focussed events and hired a new Knowledge and Development Manager
Keep the client at the heart of your referral process
In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too
SM&CR: Prescribed Responsibilities
The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities
Counting the minutes: adviser charging
Karl Dines compares adviser charging models and explores the elements to consider when building a framework.
SimplyBiz Group's Centra system reaches 3000 users
New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system