Latest News & Blog

Scarlett Musson: How to help clients make a will

13 Jun 2019

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

13 Jun 2019

Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation. 

Neil Stevens: Outsourcing portfolio admin can be costly

12 Jun 2019

Our Group Joint CEO looks at the best way for advisers to outsource to a DFM. 

Senior Managers support strengthened by SimplyBiz Group

11 Jun 2019

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

10 Jun 2019

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

06 Jun 2019

The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities 

Counting the minutes: adviser charging

05 Jun 2019

Karl Dines compares adviser charging models and explores the elements to consider when building a framework. 

SimplyBiz Group's Centra system reaches 3000 users

03 Jun 2019

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

29 May 2019

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

02 May 2019

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.