Beware the reputational risk of not making the referral
In this article, Managing Director of SIFA Professional, Dave Seager, discusses why now is the perfect time for financial advisers to assist their solicitor connections.
To CRP or not to CRP? That is the question...
Our Head of Business Consultancy, Karl Dines, takes a look at why PROD is so flexible, and how it can futureproof both your CIP and - the new kid on the block - your CRP.
SimplyBiz Group partners with Wealth Holdings to provide specialist acquisition support
We have partnered with a mergers and acquisitions specialist to support its new Horizon service, which provides support for advice firms on both sides of the acquisition process.
What are the new rules on making wills using video-conferencing?
The Ministry of Justice (MoJ) has finally announced that video-conferencing can now be used for the witnessing of wills, and in this article, Libby Holding of APS Legal & Associates explores the processes and potential pitfalls of the new rules.
SimplyBiz Mortgages launches summer 'Festival of Learning'
In keeping with the festival theme, the events will be broken down into four key areas and hosted on various ‘stages’; MemberFest: Nichebusters, the Golden Years Stage, the Mutuality Matters Zone and the Complex Chill Out Area
Lasting Power of Attorneys in a time of Covid-19
Scarlett Musson of APS Legal & Associates writes about why the importance of Lasting Power of Attorneys should never be underestimated, especially during times like these.
What the FCA expects from discretionary fund managers
In this special feature on what the #CA expects from DFMs, Signature’s Head of Proposition Development, Elaine Parkes discusses suitability, vulnerability and some of the dangers, and necessities, of discretionary fund management.
Looking for clients? Legal regulator has left an open goal
Dave Seager, Managing Director of SIFA Professional, explores the ways in which IFAs have been handed a ‘golden opportunity’ by the Solicitors Regulation Authority.
Ken Davy on rolling back, but not retiring
Following Ken Davy's recent Money Marketing Awards win, the publication takes a look at his career so far and plans for the future.
Ken Davy: "I believe the sector is entitled to ask the FCA why has it taken so long to get to grips with this issue."
In this article, Ken addresses the dangers of the DB market and asks if the regulator may have been reckless with the future finances of many consumers.