Karl Dines explores the complex area of charges, and gives some tips on finding out how yours measures up
Dave Seager, Development Director of SIFA, discusses how to use professional connections to your clients’ benefits
Group Chairman Ken discusses why he’s pleased to see CMCs fall under the FCA’s watchful eye, and the ways in which regulation will benefit both the industry and consumers.
The SimplyBiz Group, the leading fintech and support service business, has today entered into an exclusive, long-term partnership with Hymans Robertson to provide strategic asset allocation services to the 3,700 advisory firms that it supports.
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.