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1. "Providers can help cull Mickey Mouse products"

When I picked up my recent copy of Financial Adviser, I thought I must have slept through a few months and woken up on 1 April.  

Tags: Ken Davy, Investments
By Ken Davy

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Testimonials

"We joined SimplyBiz in 2010, having been members of the Sesame Network in one guise or another for nearly 10 years. We decided to leave the network because we felt that in the latter years we were just a number and it was beginning to feel like being back at school!  I have to say that the SimplyBiz approach is totally refreshing and that we feel in control of our own business again, whilst still having a good robust compliance support provider to guide us. We have since recommended SimplyBiz to other colleagues and would have no hesitation in doing so again."

Grant Kingston
Braintree

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Latest News

The kids are alright

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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

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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

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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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