Demonstrate your financial advice charges are fair and clear
Can a lepidopterist change their spots? Maybe we'll find out in the third, and final, instalment of Karl Dines' 'butterfly effect' articles. In this piece, our CIP VIP gets out his net and heads off to catch the perfect specimen of clear and fair charging structures for advisers.
"Consumers want advice now more than ever"
It's always a treat to have SimplyBiz Mortgages' Head of Strategic Development, Richard Merrett, on our screens, so we delighted to see him join Accord Mortgages this week to discuss the importance of advice. You can read more about Richard’s discussion, or watch the broadcast in full, here.
Professional connections could significantly increase referrals
Dave Seager, Managing Director of SIFA Professional - part of The SimplyBiz Group – joins the discussion on the importance of advisers strengthening professional connections during lockdown, and about how the use of tech can help maintain their relationships with solicitors.
No going back: is remote working the new normal?
As connecting digitally and working from home become part of our everyday lives, Dave Seager, Managing Director of SIFA Professional - part of The SimplyBiz Group – wrote about what the future of advice may look like, and the importance of individual choice.
Subtle shifts from RDR came with large pricing consequences
He's coming out of his cocoon and he's been doing just fine - in the second part of his series of articles on the butterfly effect on advice models, our CIP VIP, Karl Dines, takes a look at how subtle shifts from RDR came with large consequences.
Martin Reynolds: "Second lockdown is unlikely to see new issues arise"
In conversation with Robyn Hall, Editor of Mortgage Introducer, SimplyBiz Mortgages Chief Executive, Martin Reynolds, discusses the importance of transparency, and value of advice, during the second lockdown.
Don't lose your chance to influence the regulator
In his latest thought-leadership column, Ken Davy urges advisers not to miss out on this vital chance to influence the FCA's decisions around the FCSC.
Are impersonation scams now the new normal?
As online fraud hits an all-time high, Libby Holding of APS Legal & Associates - part of The SimplyBiz Group - explains why everyone needs to stay aware of impersonation scams.
SimplyBiz Group extends virtual events programme
After receiving over 12,000 bookings for their events since moving them all to a digital platform in April, The SimplyBiz Group has announced that it will be extending the virtual programme into 2021.
The butterfly effect in CIPs
He writes about butterflies, stings like a bee and is back to tell us more about the changing elements within advisers' central investment propositions, and how the Retail Distribution Review changed the game.
Our CIP VIP, and Head of Business Consultancy, Karl Dines, delivers the first of a three-part series exploring the butterfly effect of moving parts within a CIP.