Latest News & Blog

Dan Russell: What would Gareth do?

20 Jul 2018

"Own the process, not the outcome" - Dan Russell wonders whether the England manager has been learning from successful financial advisers?

"How turning a blind eye got us to where we are now"

18 Jul 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

How to help clients create a lasting power of attorney - CPD article

16 Jul 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

10 Jul 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

Hello, have you been mis-sold an accident claim?

05 Jul 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

"We are the antidote to consolidation and want small firms to thrive"

02 Jul 2018

SimplyBiz CEO Neil Stevens said the group was "passionate about being the antidote to consolidation" as he praised the work and quality of smaller advice firms.