As connecting digitally and working from home become part of our everyday lives, Dave Seager, Managing Director of SIFA Professional - part of The SimplyBiz Group – wrote about what the future of advice may look like, and the importance of individual choice.
Alex Morley, Head of our buy-out solution, Horizon, provides an essential checklist for adviser firms interested in buying, or selling, a business.
In conversation with Robyn Hall, Editor of Mortgage Introducer, SimplyBiz Mortgages Chief Executive, Martin Reynolds, discusses the importance of transparency, and value of advice, during the second lockdown.
In his latest thought-leadership column, Ken Davy urges advisers not to miss out on this vital chance to influence the FCA's decisions around the FCSC.
As online fraud hits an all-time high, Libby Holding of APS Legal & Associates - part of The SimplyBiz Group - explains why everyone needs to stay aware of impersonation scams.
After receiving over 12,000 bookings for their events since moving them all to a digital platform in April, The SimplyBiz Group has announced that it will be extending the virtual programme into 2021.
He writes about butterflies, stings like a bee and is back to tell us more about the changing elements within advisers' central investment propositions, and how the Retail Distribution Review changed the game.
Our CIP VIP, and Head of Business Consultancy, Karl Dines, delivers the first of a three-part series exploring the butterfly effect of moving parts within a CIP.
"Every valuation carried out virtually means one less car journey. Just think what the reduction in our carbon footprint would be for every 50,000 valuations that are undertaken virtually."
Martin Reynolds, CEO of SimplyBiz Mortgages, welcomes the IMLA - The Intermediary Mortgage Lenders Association's research into #green mortgages and discusses how Gateway Surveyors' zero contact valuations are good for both the planet and the sector.
Group Director of Compliance Services, Mark Greenwood, has written this piece for Signature Support - part of The SimplyBiz Group - on some of the challenges facing DFMs in the ESG market. The article offers not only 30 mins of CPD, but also his specialist insight into the links between ESG and intergenerational advice, and upcoming regulatory changes which may affect the ESG advice process.
Richard Nuttall, Head of Compliance Policy, explores some of the major issues adviser firms need to consider when working with a DFM. In particular, the piece looks at different ways in which the two can engage, regulatory exceptions which apply in different scenarios, and what they may mean for advisers and their clients.