News, view & insights

The SimplyBiz Group regularly produces thought leadership editorials, press releases covering breaking news from the Group and commentary on key industry issues. You can keep up with all our news and views through our LinkedIn and Twitter pages, or catch up with a range of topical recent stories below.

Ken Davy Weekly Blog, FT Adviser
Estate planning red flags

Estate planning red flags

10 August 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

NMBA vote: Do clients care if advisers are independent or restricted?

NMBA vote: Do clients care if advisers are independent or restricted?

08 August 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

The SimplyBiz Group announces partnership with Guardian Financial Services

The SimplyBiz Group announces partnership with Guardian Financial Services

01 August 2018

The SimplyBiz Group has announced a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

NMBA moves closer to paraplanner apprenticeship launch

NMBA moves closer to paraplanner apprenticeship launch

01 August 2018

The New Model Business Academy has moved closer to its aim of launching a paraplanning apprenticeship before the end of the year. 

GDPR - a threat to businesses?

GDPR - a threat to businesses?

26 July 2018

Tom Hegarty, Managing Director of NMBA, looks at the results of a recent survey of NMBA Members about their thoughts on GDPR and its impact (or potential impact) on their business.

Dan Russell: What would Gareth do?

Dan Russell: What would Gareth do?

20 July 2018

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

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

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

16 July 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

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

10 July 2018

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

Investor Chronicle Alpha Report - SimplyBiz: Profiting from regulation and compliance

Investor Chronicle Alpha Report - SimplyBiz: Profiting from regulation and compliance

06 July 2018

Simon Thompson's view on The SimplyBiz Group following its listing on AIM