Latest News & Blog

GDPR - a threat to businesses? GDPR - a threat to businesses?

26 Jul 2018

Two months into the new rules, advisers are still far from welcoming the change

Dan Russell: What would Gareth do?

20 Jul 2018

"Own the process, not the outcome" - Dan Russell wonders whether the England manager has been learning from successful financial advisers?

Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

10 Jul 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

How to help clients create a lasting power of attorney - CPD article

16 Jul 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

"How turning a blind eye got us to where we are now" "How turning a blind eye got us to where we are now"

18 Jul 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

Hello, have you been mis-sold an accident claim? "Hello, have you been mis-sold an accident claim?"

05 Jul 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

SimplyBiz reveals line-up for advice show

22 Jun 2018

Leading figures and some of the industry’s heavyweights will feature in the online broadcast sessions from 10.30am to 2pm on 2 July.

"We are the antidote to consolidation and want small firms to thrive"

02 Jul 2018

SimplyBiz CEO Neil Stevens said the group was "passionate about being the antidote to consolidation" as he praised the work and quality of smaller advice firms.

Be ready for CPD spot checks Be ready for CPD spot checks

20 Jun 2018

With advisers having a one in ten chance of being spot checked, Tom Hegarty, Managing Director of NMBA, looks at how you can ensure you're CPD is on target.

Social care is elephant in the room

20 Jun 2018

There is a massive issue facing our clients, which is often referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.

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Latest News

New FOS pay-outs really are the limit

December 05, 2018

FOS needs to take another shot at new limits 

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NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

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PTR dodges Chancellor's axe...again.

November 21, 2018

We are still some way off a budget which is ‘good for all’

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The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

Read more >