Ken Davy: Beware adviser wolves in CMC clothing
Our Chairman warns about the dangers of former advisers reinventing themselves as ambulance chasers
Packing your adviser toolkit
Scarlett Musson of APS Legal discusses the importance of advisers having the right tools to hand for their clients.
Dead, but not gone!
Ken Davy’s regular column this week looks at how a banking error nearly cost him more than pounds and pence!
SM&CR – the dawn of a new era?
In the second of a series on the impending Senior Managers and Certification Regime, Compliance Services Director, Mark Greenwood, explores the thought behind, and objectives of, SM&CR.
How do you calculate your charging structure?
Karl Dines explores the complex area of charges, and gives some tips on finding out how yours measures up
Are you working in your clients' best interests?
Dave Seager, Development Director of SIFA, discusses how to use professional connections to your clients’ benefits
Ken Davy: Time to corral ambulance chasing cowboys
Group Chairman Ken discusses why he’s pleased to see CMCs fall under the FCA’s watchful eye, and the ways in which regulation will benefit both the industry and consumers.
SimplyBiz Group announces Hymans Robertson partnership
The SimplyBiz Group, the leading fintech and support service business, has today entered into an exclusive, long-term partnership with Hymans Robertson to provide strategic asset allocation services to the 3,700 advisory firms that it supports.
SimplyBiz Group acquires Defaqto for £74m
SimplyBiz has acquired Defaqto, a leading financial services technology business. This is an exciting development, which will see the coming together of two leading, fast-growing and innovative businesses.