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.
"Virtual conversations and working digitally are now very much part of the ‘new normal' and employing them in your processes could help you be ready to meet the SM&CR December deadline." Janice Laing, Managing Director of Compliance First – part of The SimplyBiz Group, talks about the practical aspects of preparing for the upcoming SM&CR deadline.
No circumstances are the same with vulnerable customers, even if their situations are similar, Compliance First managing director Janice Laing told delegates at PA's latest virtual Working Lunch webinar. Click here to watch the event in full.
Technology is merely a tool to help to run an advisory business, and should support the processes advisers already have in place, according to SimplyBiz Group investment service managing director Dan Russell at the second series of Working Lunches hosted by Professional Adviser on Thursday (20 August).