A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra
In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.
A little more conversation AND a little more action please!
Why Ken Davy believes that access to information is just as vital as access to advice
SimplyBiz Group strengthens compliance support with hires from Sesame Bankhall
The Group is delighted to welcome Elaine Parkes and Paul Bruns on-board (and congratulate to Richard Nuttall and Mark Greenwood on their recent promotions).
Advice Show returns
The Advice Show is back on our screens with the biggest star line-up to date
Silos are no good for tackling wide scale issues
Ken Davy’s latest column examines why a holistic view is necessary for approaching the pensions and savings gaps
DB Transfer Bureau sees fantastic uptake in first 12 months
Over 300 adviser firms have used the service
Mortgage brokers break away from networks
Neil Stevens discusses why more and more brokers are going DA
SimplyBiz Group announce first post-flotation results
The Group has published its interim results for the six months to 30 June 2018 – its first since its flotation in April.
Problems serving lower-value clients? There's a new solution...
Onvestor have joined the SimplyRefer panel to offer a solution for clients which are no longer viable to service, helping you realise the full commercial benefit from them, completely hassle free.
