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SimplyBiz

How to keep up: Tackling the risks of regulatory change

Regulation

How to keep up: Tackling the risks of regulatory change

First in series of three articles looking at investment regulation

clock 16 August 2024 • 4 min read
Rise of the CIRP: Centralised investment propositions 2.0

Retirement

Rise of the CIRP: Centralised investment propositions 2.0

Do I need a retirement proposition as well as an investment proposition?

clock 08 July 2024 • 4 min read
Fintel eyes 'selective' future growth after Threesixty buyout

Your profession

Fintel eyes 'selective' future growth after Threesixty buyout

'It’s not acquisitions for acquisition’s sake'

clock 04 July 2024 • 1 min read
Three key areas of regulatory focus for the advice profession

Regulation

Three key areas of regulatory focus for the advice profession

'The only constant is change and this is certainly true for regulation'

clock 24 May 2024 • 5 min read
Simplybiz founder Ken Davy sells chunk of Fintel shares

Companies

Simplybiz founder Ken Davy sells chunk of Fintel shares

Non-exec director retains 23.8% of shares in the company

clock 14 May 2024 • 1 min read
Ten key steps to training and competence compliance

Your Business

Ten key steps to training and competence compliance

Taking a proactive approach to training and competence

clock 22 April 2024 • 4 min read
SimplyBiz prepares firms for Consumer Duty anniversary

Your profession

SimplyBiz prepares firms for Consumer Duty anniversary

Compliance clinic launched to offer guidance around the regulation

clock 11 April 2024 • 1 min read
SimplyBiz integrates LGIM MPS into risk-controlled range

Your profession

SimplyBiz integrates LGIM MPS into risk-controlled range

For ‘improved adviser efficiency and suitability of consumer outcomes’

clock 09 April 2024 • 1 min read
Vulnerable client processes: What the FCA wants from advisers

Consumer Duty

Vulnerable client processes: What the FCA wants from advisers

Proactive approach in identification and support

clock 26 February 2024 • 4 min read
Fintel acquires platform to expand range of services to advice firms

Your profession

Fintel acquires platform to expand range of services to advice firms

The SimplyBiz and Defaqto owner continues to increase its portfolio

clock 30 January 2024 • 2 min read
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