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
Scarlett Musson: How to help clients make a will

Scarlett Musson: How to help clients make a will

13 June 2019

In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients

Martin Pickles: How to help clients value their estate

Martin Pickles: How to help clients value their estate

13 June 2019

Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation. 

Neil Stevens: Outsourcing portfolio admin can be costly

Neil Stevens: Outsourcing portfolio admin can be costly

12 June 2019

Our Group Joint CEO looks at the best way for advisers to outsource to a DFM. 

Senior Managers support strengthened by SimplyBiz Group

Senior Managers support strengthened by SimplyBiz Group

11 June 2019

The Group has launched a series of focussed events and hired a new Knowledge and Development Manager.

Time to embrace pricing transparency

Time to embrace pricing transparency

10 June 2019

Dave Seager of SIFA explores why the SRA’s pricing regulation can be a great opportunity for firms

Keep the client at the heart of your referral process

Keep the client at the heart of your referral process

10 June 2019

In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too

 
SM&CR: Prescribed Responsibilities

SM&CR: Prescribed Responsibilities

06 June 2019

The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities 

 

 

Counting the minutes: adviser charging

Counting the minutes: adviser charging

05 June 2019

Karl Dines compares adviser charging models and explores the elements to consider when building a framework. 

SimplyBiz Group's Centra system reaches 3000 users

SimplyBiz Group's Centra system reaches 3000 users

03 June 2019

New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system