SimplyBiz Mortgages has announced it has partnered with 360 Dotnet to offer access to its practice management system, 360 Lifecycle, to member firms. The system, which is already used by
SimplyBiz’s not-for-profit training division has received additional funding from the government to open up more training opportunities for aspiring financial advisers and paraplanners. The group announced the Education and Skills Funding Agency
The SimplyBiz Group has been named as the winner of the 2019 Money Marketing Best Support Service Award. The accolade, which was presented at Money Marketing’s annual award ceremony on 26
Do a better and more professional job for your clients and you are certain to be more successful. When you cut through the emotion, the fun and the razzmatazz of
The Advice Show is a live broadcast featuring an array of industry leaders discussing the big issues shaping our industry. It is broadcast straight to your laptop, phone or any
The issue of inheritance tax has divided opinion for a number of years, both among politicians and the general public. Currently, the nil rate IHT threshold is £325,000 for a
Despite constant reminders about the importance of making a will, the majority of UK adults do not have one. In 2018, research from Unbiased found 60 per cent of UK
Q: What is the best way to outsource to a discretionary fund manager? A: The advice process today is filled with many nuanced and complex financial planning requirements. Dynamic financial
The SimplyBiz Group has enhanced support for the upcoming Senior Managers and Certification Regime for its members and clients. The Group will provide advisers and brokers with regular SM&CR updates
New research explores how advisers are using their time and what can be learned from the most efficient. While every adviser has certain processes and practices which are entirely their
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