SimplyBiz has acquired Defaqto, a leading financial services technology business. This is an exciting development, which will see the coming together of two leading, fast-growing and innovative businesses.
The SimplyBiz Group, together with its subsidiary APS Legal & Associates, has launched a service enabling advisers to refer lasting power of attorney business to a specialist practitioner.
Tax specialist Noreen Walker explores the complex area of tax for high-earners, and effective strategies for management.
The SimplyBiz Group has announced an evolution of its compliance proposition through the launch of a number of ‘Centres of Excellence’. The streamlined service will focus on particular areas of the Group’s compliance offering, including policy, field services, helpdesks, complex and specialist areas and personalised consultancy.
Gary Kershaw, Compliance Director of The SimplyBiz Group, comments on the challenges the implementation of costs and charges disclosure has presented for advisers
Featuring expert commentary from The SimplyBiz Group compliance and policy teams on all areas of getting ready for the SM&CR in good time.
Group Chairman Ken Davy looks at how employing the right support technology could help advisers save time and money.
SimplyBiz is working on a service to match advisers selling their businesses with potential buyers.
Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?
The Group was delighted to receive the honour for the second consecutive year at the awards ceremony on the 7th February.