Latest News & Blog

A day in the life of... your client A day in the life of... your client

27 Mar 2017 Richard Ardron

Simply by changing your website you can tap into changing consumer behaviour...

"To boldly go where no robot has gone before" "To boldly go where no robot has gone before"

20 Mar 2017 Ken Davy

I am sure Star Trek would have flopped had it just been a bunch of robots exploring the galaxies; it needed great characters to bring it alive for its followers.

Nearly half of advisers think clients are being overcharged, survey finds Nearly half of advisers think clients are being overcharged, survey finds

15 Mar 2017 Tom Hegarty

Almost half of advisers think that some clients are overpaying for the value of service they receive, according to a survey conducted by SimplyBiz's New Model Business Academy (NMBA).

"Singing loudly over FSCS funding consultation" "Singing loudly over FSCS funding consultation"

10 Mar 2017 Ken Davy

In 1959, It’s Now or Never was a massive hit for Elvis Presley, selling more than 5m records and it is no exaggeration to say that it is now or never for you to have your say on how the FSCS is funded.

"The thorny issue of picking a finance body name" "The thorny issue of picking a finance body name"

02 Mar 2017 Ken Davy

In Romeo and Juliet, Shakespeare wrote the immortal line: “A rose by any other name would smell as sweet.”  

Testimonials

“Moving a team of sixteen advisers plus support staff from a network environment to directly authorised had its challenges but the excellent support and guidance from SimplyBiz ensured that everything was completed efficiently and on time.”

Chris Kelly
Boldon

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Latest News

The kids are alright

November 07, 2018

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

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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