Latest News & Blog

Keep the client at the heart of your referral process

10 Jun 2019

In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too

SM&CR: Prescribed Responsibilities

06 Jun 2019

The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities 

Counting the minutes: adviser charging

05 Jun 2019

Karl Dines compares adviser charging models and explores the elements to consider when building a framework. 

SimplyBiz Group's Centra system reaches 3000 users

03 Jun 2019

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

29 May 2019

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

02 May 2019

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

01 May 2019

Our Chairman warns about the dangers of former advisers reinventing themselves as ambulance chasers

Packing your adviser toolkit

24 Apr 2019

Scarlett Musson of APS Legal discusses the importance of advisers having the right tools to hand for their clients.

SimplyBiz AGM Result

23 Apr 2019

An overview of the Group’s first AGM since its flotation. 

Dead, but not gone!

17 Apr 2019

Ken Davy’s regular column this week looks at how a banking error nearly cost him more than pounds and pence!