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
What the FCA expects from discretionary fund managers

What the FCA expects from discretionary fund managers

21 July 2020

In this special feature on what the FCA expects from DFMs, Signature’s Head of Proposition Development, Elaine Parkes discusses suitability, vulnerability and some of the dangers, and necessities, of discretionary fund management.

Looking for clients? Legal regulator has left an open goal

Looking for clients? Legal regulator has left an open goal

16 July 2020

Dave Seager, Managing Director of SIFA Professional, explores the ways in which IFAs have been handed a ‘golden opportunity’ by the Solicitors Regulation Authority.

Ken Davy on rolling back, but not retiring

Ken Davy on rolling back, but not retiring

16 July 2020

Following Ken Davy's recent Money Marketing Awards win, the publication takes a look at his career so far and plans for the future.

Ken Davy: "I don't think I'll ever retire in an absolute sense"

Ken Davy: "I don't think I'll ever retire in an absolute sense"

13 July 2020

Our Chairman, Ken Davy, spoke to Justin Cash, Editor of Money Marketing about the FSCS, regulation, the ethics of advice, maintaining good client outcomes, his experiences of more than 50 years in the sector AND being a double winner of the Outstanding Contribution to the Profession Award!

Don't put SM&CR on the back burner

Don't put SM&CR on the back burner

10 July 2020

Richard Nuttall, director of compliance policy at The SimplyBiz Group, said the regulator's "sympathetic approach" to those firms affected by the coronavirus was to be applauded, but warned the extension was not a "concession for all firms to delay their fit and proper assessments"

Make CIP your superhero!

Make CIP your superhero!

09 July 2020

Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.

Congratulations Ken!

Congratulations Ken!

09 July 2020

We were absolutely delighted to see our Chairman, Ken Davy, named as the recipient of the Outstanding Contribution to the Profession award at the Money Marketing Awards yesterday.

SimplyBiz Group launches new exit and acquisition solution

SimplyBiz Group launches new exit and acquisition solution

07 July 2020

The SimplyBiz Group has announced the launch of a ground-breaking acquisition and exit solution, Horizon, designed exclusively for its Member and Client Firms.

Paragon buy-to-let range added to SimplyBiz Mortgages panel

Paragon buy-to-let range added to SimplyBiz Mortgages panel

03 July 2020

SimplyBiz Mortgages CEO, Martin Reynolds, commented “Now more than ever, it’s vital that advisers and brokers have access to a wide range of high-quality products, and I am committed to further enhancing and growing the panel wherever I feel we can add value to our membership. ”