Latest News & Blog

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?"

01 Aug 2018

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

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.

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. 

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?

"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.

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.

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.

Hello, have you been mis-sold an accident claim?

05 Jul 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.