Latest News & Blog

Keeping client relationships strong

24 Apr 2018

Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.

SimplyBiz Mortgages adds InterBay to panel

23 Apr 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

New data rules risk triggering claims industry

13 Apr 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

"30 years on, the principal still carries the can"

11 Apr 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

Understanding what makes a good advice process

10 Apr 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

SimplyBiz Mortgages adds The Melton to panel

09 Apr 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.

What are soft skills and why do advisers need them?

05 Apr 2018

Tom Hegarty, Managing Director of NMBA, discusses how soft skills are just one of the many talents that adviser need today.

SimplyBiz enters Aim market at 170p a share

04 Apr 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

Are your business efficiencies working against you?

04 Apr 2018

Dan Rusell, Managing Director of SimplyBiz Investment Services, considers how to turn the term 'efficiency' from something vague and woolly into something more practical and precise.

"Long time passing, but insurance still delivers"

28 Mar 2018

Ken Davy reflects on the disappearance of around 80 per cent of insurance companies over the last 30 years and what that means for advisers.