SimplyBiz Group partners with Wealthify to offer access to a low fee digital investment solution for members
The SimplyBiz Group and Wealthify have announced a new partnership, with SimplyBiz members now able to access Wealthify’s online investment service to help meet client demand for digital solutions.
We already knew that our Director of Compliance Services, Mark Greenwood, was fluent in regulation-ese, but today he's also giving a lesson on the language of vulnerability in the advice process.
Elaine Parkes of Signature Support - part of The SimplyBiz Group - explores capital requirements, ICAAP and the realities of being a DFM in a post-Brexit world.
With new rules coming into play for solicitor firms, Dave Seager, Managing Director of SIFA Professional, looks at how advice firms can best position themselves as a suitable option for client referrals.
Group Chairman, Ken Davy, discusses the use of virtual technology to increase the efficiency, effectiveness and profitability of advisers.
Head of Business Consultancy, Karl Dines, explains why the ‘matryoshka principle’ is an important part of a forward-looking centralised investment proposition and outlines the issues of which advisers should be aware.
Industry veteran and Compliance First favourite, Jill Hamilton outlines some of the changes she's seen in the sector during her career so far, and explores why financial advice is as important as ever
Elaine Parkes, Head of Proposition Development at Signature Support, part of The SimplyBiz Group, takes a deep dive into the area of tech considerations for DFM firms.