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
Problems serving lower-value clients? There's a new solution...

Problems serving lower-value clients? There's a new solution...

05 September 2018

Onvestor have joined the SimplyRefer panel to offer a solution for clients which are no longer viable to service, helping you realise the full commercial benefit from them, completely hassle free.

The path to paraplanning

The path to paraplanning

04 September 2018

NMBA ask if there should be a formalised route to paraplanning

Advice apprenticeships: a defence

Advice apprenticeships: a defence

22 August 2018

Tom Hegarty of NMBA believes that apprenticeships are a valid route to the advice profession

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. 

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. 

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.  

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?