Advisers continue to adapt to stay on the front foot
Group Chairman, Ken Davy, discusses the use of virtual technology to increase the efficiency, effectiveness and profitability of advisers.
How can the 'matryoshka principle' help to future-proofing CIPs?
Head of Business Consultancy, Karl Dines, explains why the ‘matryoshka principle’ is an important part of a forward-looking centralised investment proposition and outlines the issues of which advisers should be aware.
Ceta joins SimplyBiz Mortgages' insurance panel
We’re delighted to welcome Ceta Insurance to the panel!
Despite the challenges it faces, advice is more important than ever
Industry veteran and Compliance First favourite, Jill Hamilton outlines some of the changes she's seen in the sector during her career so far, and explores why financial advice is as important as ever
The technology needed to run a DFM
Elaine Parkes, Head of Proposition Development at Signature Support, part of The SimplyBiz Group, takes a deep dive into the area of tech considerations for DFM firms.
I'm reading: The Road to Huddersfield
Ken Davy discusses the literary gem keeping him entertained during lockdown.
Working Lunch: "It's more important than ever to look at PI well before renewal"
In the latest Professional Adviser Working Lunch broadcast, Janice Laing, Richard Nuttall and Dan Russell discussed SM&CR, vulnerability, PI, tech and business efficiencies.
Get prepared for the SM&CR deadline
"Virtual conversations and working digitally are now very much part of the ‘new normal' and employing them in your processes could help you be ready to meet the SM&CR December deadline." Janice Laing, Managing Director of Compliance First – part of The SimplyBiz Group, talks about the practical aspects of preparing for the upcoming #SM&CR deadline.
Autumn events programme announced
We're delighted to announce details of our autumn events programme, featuring investment forums, intergenerational advice workshops and compliance clinics, as well as technology surgeries.
Working Lunch: 'Technology is merely the tool to deliver a robust business'
Technology is merely a tool to help to run an advisory business, and should support the processes advisers already have in place, according to SimplyBiz Group investment service managing director Dan Russell at the second series of Working Lunches hosted by Professional Adviser on Thursday (20 August).