SimplyBiz launches referral service for advisers
SimplyBiz to launch end-to-end investment advice system
SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.
"Product providers can help reduce the FSCS levy"
I make no apology for returning to the subject of the Financial Services Compensation Scheme (FSCS), as the deadline for responding to the Financial Conduct Authority's (FCA) consultation paper is the end of January.
Adam Tyler to lead new trade body FIBA
The Financial Intermediary & Broker Association, which evolve from the Association of Bridging Professionals, has appointed Adam Tyler as its Chairman.
"It's time to put pen to paper on the FSCS levy"
The first thing I want to highlight is the opportunity you have right now to help stop the grotesque injustice of the current system of Financial Services Compensation Scheme (FSCS) funding.
SimplyBiz launches provider-backed referral service
Support services provider SimplyBiz has launched a referral service for its members to help them with retirement planning, equity release and care funding.
SimplyBiz launches GDPR hub for advisers
SimplyBiz has launched a hub for advisers to help them meet the requirements of the incoming General Data Protection Regulation (GDPR).
SimplyBiz chair blasts 'disgraceful injustice' of FSCS levy
SimplyBiz chair Ken Davy has upped his criticism of Financial Services Compensation Scheme funding after the lifeboat fund announced another additional fee call.
View from the top...
With nearly five decades of experience in the financial services sector, SimplyBiz Group Chairman, Ken Davy, provides a unique perspective on the advisory landscape. In this edition of Adviser Today, Ken gives us his view on the FCA’s recent Paper on the ageing population, and why he feels this piece of research is so important.
GDPR – the dawn of a new era in data security and usage
As you are no doubt aware, the General Data Protection Regulation (GDPR) was first introduced in April 2016 by the Information Commissioner’s Office (ICO) and the new regulation must be adopted by every UK firm that handles personal data by the 25th of May 2018.