How do you calculate your charging structure?
Karl Dines explores the complex area of charges, and gives some tips on finding out how yours measures up
Are you working in your clients' best interests?
Dave Seager, Development Director of SIFA, discusses how to use professional connections to your clients’ benefits
Ken Davy: Time to corral ambulance chasing cowboys
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.
SimplyBiz Group announces Hymans Robertson partnership
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 Group acquires Defaqto for £74m
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.
Lasting power of attorney referral service launched by SimplyBiz Group
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.
Effective tax management strategies for high earners
Tax specialist Noreen Walker explores the complex area of tax for high-earners, and effective strategies for management.
SimplyBiz Group announces enhanced compliance proposition
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.
Consistency needed in interpretation of disclosure rules
Gary Kershaw, Compliance Director of The SimplyBiz Group, comments on the challenges the implementation of costs and charges disclosure has presented for advisers
SM&CR preparation guide
Featuring expert commentary from The SimplyBiz Group compliance and policy teams on all areas of getting ready for the SM&CR in good time.