Counting the minutes: adviser charging
Karl Dines compares adviser charging models and explores the elements to consider when building a framework.
SimplyBiz Group's Centra system reaches 3000 users
New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system
Ken Davy – Million Dollar Round Table hits the US
Group Chairman Ken Davy looks at the virtue, rather than the vice, currently underway in Miami.
SimplyBiz Group appoints new MD to professional connections arm
The Group has announced the appointment of Dave Seager to the newly created role of Managing Director of SIFA Professional, the division of the Group that specialises in helping advisers build professional connections with solicitors.
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