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SimplyBiz

RDR

SimplyBiz predicts swell in mortgage advisers due to RDR

There could be as many as 1,000 extra mortgage advisers operating in the industry within the next few years as intermediaries cancel their investment permissions as a result of the Retail Distribution Review (RDR), according to Martin Reynolds, CEO of...

clock 26 September 2012 •

Your profession

S&W partners with SimplyBiz to launch risk-rated range

Smith & Williamson Investment Management is launching a range of risk-rated funds via SimplyBiz's investment service Verbatim.

clock 12 September 2012 •

Adviser tips

FAQs answered PDQ*: independence, CCLs and a client query

Q&A

clock 30 August 2012 •

RDR

Sandringham hires 2plan's Darlington for compliance role

Sandringham Financial Partners, the national restricted advisory business set up by Ken Davy and Steve Braidford, has appointed a compliance director.

clock 08 August 2012 •

Regulation

SimplyBiz looks to match-make Honister RIs with members

IFA support provider SimplyBiz has received more than 90 expressions of interest from member firms keen on taking on advisers affected by the administration of adviser group Honister Capital.

clock 04 July 2012 •

Your profession

Ken Davy announces name of new national firm

SimplyBiz founder Ken Davy has revealed the name of his new restricted national advice proposition, initially codenamed Project Refresher.

clock 04 July 2012 •

Your profession

"It's like SJP, with choice"

ADVICE

clock 07 June 2012 •

RDR

Standard Life develops 'customer proposition' toolkit

Standard Life has released a toolkit aiming to help advisers create a compelling client proposition for the post-Retail Distribution Review (RDR) environment.

clock 06 June 2012 •

Your profession

SimplyBiz founder launches restricted national 'Project Refresher'

SimplyBiz founder Ken Davy has launched a national advisory business aimed at the restricted advice market.

clock 23 May 2012 •

Investment

SimplyBiz launches DFM though Verbatim

Support provider SimplyBiz has launched a discretionary fund management service through its asset management arm Verbatim.

clock 21 May 2012 •
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