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SimplyBiz

RDR

Davy's Sandringham exceeds 100 adviser applications

Restricted national advice firm Sandringham Financial Partners has received more than 100 applications from advisers to join the firm since its launch.

clock 21 August 2013 •

Wrap/platforms

Friend or foe? How to make an exec-only offering work for you

D2C

clock 08 August 2013 •

Regulation

SimplyBiz launches phase two of Vision

SimplyBiz has gone live with the second stage of its Vision proposition and launched the Business Compliance Hub.

clock 07 August 2013 •

Income

SimplyBiz launches non-advised annuity referral service

Business and compliance company SimplyBiz has launched a non-advised annuity referral service.

clock 17 July 2013 •

RDR

SimplyBiz profits rise to £3m

Financial adviser support group SimplyBiz has reported a pre-tax profit of £3m for the year ending 31 December 2012, up 15% on the £2.5m figure recorded for 2011.

clock 01 July 2013 •

Managed solutions

Verbatim launches multi-asset passive portfolios

Verbatim Asset Management, the whole of market portfolio management and financial planning arm of the SimplyBiz group, has launched a range of multi-asset passive portfolios called "Total Clarity".

clock 24 June 2013 • 1 min read

Adviser tips

Six reasons you should take on a young recruit

NEW BLOOD

clock 13 June 2013 •

Wrap/platforms

Former Bankhall MD to join SimplyBiz

Former Bankhall managing director David Golder will join SimplyBiz in the newly created role of client proposition director next month.

clock 12 June 2013 •

Wrap/platforms

SimplyBiz selects Zurich for platform roll-out

Zurich has confirmed the full roll out of its retail platform for SimplyBiz, the provider of support services to advisers.

clock 06 June 2013 •

Your profession

SimplyBiz reveals plans for 2013 and beyond

SimplyBiz has revealed two solutions to meet the needs of restricted and independent advisers from January 2013.

clock 28 November 2012 •
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