Ken Davy: Don't put advisers on the endangered list
The demand and need for personal financial advice has never been greater, and needs to be made available to more people, not fewer. Ken Davy examines why the regulator’s good intentions may be paving the path to advisory hell.
FT Adviser: Training the next generation
Ken Davy contributes to this guide on what needs to be done to ensure the ongoing health of the industry.
Lasting power of attorney referral service launched by SimplyBiz Group
The SimplyBiz Group, together with its subsidiary APS Legal & Associates, has launched a service enabling advisers to refer lasting power of attorney business to a specialist practitioner.
SimplyBiz Group announces enhanced compliance proposition
The SimplyBiz Group has announced an evolution of its compliance proposition through the launch of a number of ‘Centres of Excellence’. The streamlined service will focus on particular areas of the Group’s compliance offering, including policy, field services, helpdesks, complex and specialist areas and personalised consultancy.
Effective tax management strategies for high earners
Tax specialist Noreen Walker explores the complex area of tax for high-earners, and effective strategies for management.
Ken Davy: Regulation overload risks leaving advisers exposed
Our Group Chairman explores how too much regulation could be detrimental to consumer outcomes.
LPAs not just for clients in later life
APS Legal explore the reasons that LPAs are an essential point to cover with your clients at any stage of their life.
The SimplyBiz Group announces its first post-flotation results
The Group’s maiden results show positive picture for the firm
Consistency needed in interpretation of disclosure rules
Gary Kershaw, Compliance Director of The SimplyBiz Group, comments on the challenges the implementation of costs and charges disclosure has presented for advisers
SM&CR preparation guide
Featuring expert commentary from The SimplyBiz Group compliance and policy teams on all areas of getting ready for the SM&CR in good time.