Scarlett Musson: How to help clients make a will
In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients
Martin Pickles: How to help clients value their estate
Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation.
Neil Stevens: Outsourcing portfolio admin can be costly
Our Group Joint CEO looks at the best way for advisers to outsource to a DFM.
Senior Managers support strengthened by SimplyBiz Group
The Group has launched a series of focussed events and hired a new Knowledge and Development Manager
Keep the client at the heart of your referral process
In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too
SM&CR: Prescribed Responsibilities
The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities
Counting the minutes: adviser charging
Karl Dines compares adviser charging models and explores the elements to consider when building a framework.
SimplyBiz Group's Centra system reaches 3000 users
New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system
Ken Davy – Million Dollar Round Table hits the US
Group Chairman Ken Davy looks at the virtue, rather than the vice, currently underway in Miami.
SimplyBiz Group appoints new MD to professional connections arm
The Group has announced the appointment of Dave Seager to the newly created role of Managing Director of SIFA Professional, the division of the Group that specialises in helping advisers build professional connections with solicitors.