Latest News & Blog

Estate planning red flags

10 Aug 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

NMBA vote: Do clients care if advisers are independent or restricted? NMBA vote: Do clients care if advisers are independent or restricted?

08 Aug 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

"Time for your 2018 reboot?" "Time for your 2018 reboot?"

01 Aug 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

NMBA moves closer to paraplanner apprenticeship launch

01 Aug 2018

The New Model Business Academy has moved closer to its aim of launching a paraplanning apprenticeship before the end of the year. 

The SimplyBiz Group announces partnership with Guardian Financial Services

01 Aug 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

GDPR - a threat to businesses? GDPR - a threat to businesses?

26 Jul 2018

Two months into the new rules, advisers are still far from welcoming the change

Dan Russell: What would Gareth do?

20 Jul 2018

"Own the process, not the outcome" - Dan Russell wonders whether the England manager has been learning from successful financial advisers?

Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

10 Jul 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

How to help clients create a lasting power of attorney - CPD article

16 Jul 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

"How turning a blind eye got us to where we are now" "How turning a blind eye got us to where we are now"

18 Jul 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

Testimonials

"We joined SimplyBiz in 2010, having been members of the Sesame Network in one guise or another for nearly 10 years. We decided to leave the network because we felt that in the latter years we were just a number and it was beginning to feel like being back at school!  I have to say that the SimplyBiz approach is totally refreshing and that we feel in control of our own business again, whilst still having a good robust compliance support provider to guide us. We have since recommended SimplyBiz to other colleagues and would have no hesitation in doing so again."

Grant Kingston
Braintree

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Latest News

Estate planning red flags

August 10, 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

Read more >

NMBA vote: Do clients care if advisers are independent or restricted?

August 08, 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

Read more >

"Time for your 2018 reboot?"

August 01, 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

Read more >

The SimplyBiz Group announces partnership with Guardian Financial Services

August 01, 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

Read more >