SimplyBiz
Regulation
Clients insisting on going against their adviser's recommendations should be asked to put their instructions in writing to show they are aware of the risks, a compliance officer at support services provider SimplyBiz has suggested.
06 August 2015
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Regulation
Scrapping salary sacrifice, rumoured to be part of the 8 July Budget, would do more harm than good but is likely to be high up on the Chancellor's agenda, providers have said.
01 July 2015
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Regulation
Financial advisers should not be asked to help fund the government's retirement guidance service unless it is of demonstrable benefit to firms, the managing director of support firm SimplyBiz has said.
28 May 2015
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Your profession
Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.
13 February 2015
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