With the FCA planning to allow firms to access GABRIEL and Connect through one new platform, Alexander McGregor, compliance policy manager, produced a step-by-step guide to how this will work in practice.
We were delighted to launch our Vulnerable Clients Hub, offering a breadth of resources and support around this vitally important area for advisers and brokers. We'll be developing this area of the site significantly in coming months, but you can read more here.
On 11 June, our Joint CEO, Neil Stevens, joined Intelliflo’s Nick Eatock and FT Adviser’s Rachel Mortimer to discuss developing adviser tech. The event covered outsourcing, encryption, the regulator's approach to virtual meetings and much more.
The SimplyBiz Group has seen a huge take-up to its new virtual event programme, which went live in May, receiving over 4,500 bookings to date.
"The changes to ways of doing business are greater and more profound than any change in my lifetime". Read Ken's thoughts on the opportunities that can be brought by a crisis.
"A lot of the things we are doing today have been expedited by the current situation, but the foundations were already in place." Group Marketing Director, Richard Ardron, explores how advisers are adapting to the current climate.
Libby Holding, Legal Services Director of APS Legal & Associates, discusses to which clients blue-light IHT relief may apply, and in what circumstances.
As part of FT Adviser's guide to the use of adviser technology during the pandemic, our Managing Director of SimplyBiz Investment Services, Daniel Russell, discusses risk-profiling models and tools.