Beware the reputational risk of not making the referral
06 Aug 2020
In this article, Managing Director of SIFA Professional, Dave Seager, discusses why now is the perfect time for financial advisers to assist their solicitor connections.
Acquisition market sees new growth
06 Aug 2020
Alex Morley of our new Horizon proposition discusses the shape of the acquisition market for advisers, and how to ensure that clients receive a continuation of high-quality, independent, advice
To CRP or not to CRP? That is the question...
05 Aug 2020
Our Head of Business Consultancy, Karl Dines, takes a look at why PROD is so flexible, and how it can futureproof both your CIP and - the new kid on the block - your CRP.
SimplyBiz Group partners with Wealth Holdings to provide specialist acquisition support
03 Aug 2020
We have partnered with a mergers and acquisitions specialist to support its new Horizon service, which provides support for advice firms on both sides of the acquisition process.