Latest News

PTR dodges Chancellor's axe...again.

21 Nov 2018

We are still some way off a budget which is ‘good for all’

The kids are alright

07 Nov 2018

Why intergenerational advice may be so vital to the future of your firm

When poor will planning leads to family feuds

31 Oct 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

Ken Davy: Time to take responsibility

24 Oct 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

What qualifications does a paraplanner need?

19 Oct 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

Ken Davy: Nothing soft about 'soft skills' Ken Davy: Nothing soft about 'soft skills'

10 Oct 2018

SimplyBiz Chairman discusses the necessity of relationships management skills for advisers

Over 2000 users adopt The SimplyBiz Group's Centra system

10 Oct 2018

Over 2000 users adopt The SimplyBiz Group’s Centra system

SimplyBiz Mortgages announces new 'elevator pitch' campaign

08 Oct 2018

The mortgage club has launched an innovative new Twitter campaign to improve lender transparency for brokers.

A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra

30 Sep 2018

In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.

A little more conversation AND a little more action please! A little more conversation AND a little more action please!

26 Sep 2018

Why Ken Davy believes that access to information is just as vital as access to advice