Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.
We were absolutely delighted to see our Chairman, Ken Davy, named as the recipient of the Outstanding Contribution to the Profession award at the Money Marketing Awards yesterday
The SimplyBiz Group has announced the launch of a ground-breaking acquisition and exit solution, Horizon, designed exclusively for its Member and Client Firms.
SimplyBiz Mortgages CEO, Martin Reynolds, commented “Now more than ever, it’s vital that advisers and brokers have access to a wide range of high-quality products, and I am committed to further enhancing and growing the panel wherever I feel we can add value to our membership.”
Elaine Parkes, Head of Proposition Development at Signature, takes a deep dive into how to run an in-house investment committee.
We're delighted to be able to offer a hybrid events programme for the rest of 2020, delivering what over 80% of our membership told us they wanted. Our virtual event programme is already in full swing and we hope to be back on the road with Investment Forums from September.
After the Covid-19 crisis has passed there is going to be a huge rise in demand for financial advice, but are advisers going to be able to cope? They will, says SimplyBiz Group Chairman Ken Davy, if they are ready to learn the lessons from almost 50 years ago.
In this article, Libby Holding, Legal Services Director of APS Legal, takes a look at the vital issue of mental health in estate planning
SimplyBiz Mortgages Head of Strategic Development, Richard Merrett, spoke to FT Adviser about market innovation in part of its comprehensive guide to later life lending.
The guide, which was produced by the Group’s New Model Business Academy and sponsored by Aviva, Royal London and Zurich, is designed to help young people understand more about the basics of finance – including borrowing, savings, tax and more.