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SimplyBiz

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 •

Investment

Rockingham founder 'owes' company £100k

Stephen Hunt, founder of retirement specialist Rockingham Independent, owes the company almost £100,000, according to a report by liquidator Probitas.

clock 03 April 2012 •

RDR

Davy: RDR implementation has been 'fundamentally flawed'

Industry veteran Ken Davy has criticised the FSA for refusing to restructure the Retail Distribution Review (RDR) following the effects of the banking crisis.

clock 03 April 2012 •

Your profession

Adviser tackling Everest to fund retreat for injured veterans

A Cheshire-based financial adviser is attempting to raise £4.5m to build a ‘sanctuary' for armed services veterans and is set to climb Mount Everest to drive fundraising efforts.

clock 20 March 2012 •

Your profession

Making a clean break

Thinking of selling your business? Antoinette Duffin, head of capital reward plus & practice buyout at SimplyBiz, explains the benefits of using a third party practice buyout specialist.

clock 15 March 2012 •

Investing in the profession

Advisers seek alternative RDR route as 100 sign up to new assessment

SimplyBiz's New Model Business Academy (NMBA) has received more than 100 applications for its alternative assessment qualification since its launch in December.

clock 12 March 2012 •

TCF

So who, if anyone, owns the client?

WHO OWNS THE CLIENT?

clock 23 February 2012 •

Regulation

What the Towry case could mean for adviser contracts

Towry’s High Court defeat has sparked fresh calls for industry consensus on restrictive covenants. Alasdair Pal takes a look at what future adviser contracts might look like.

clock 23 February 2012 •

Your profession

Skandia veteran Jim Roberts joins Ashcourt Rowan board

Ashcourt Rowan has appointed Jim Roberts, founder of Skandia Investment Management, to the board as a non-executive director.

clock 10 January 2012 •

Your profession

Simplybiz launches practice buyout scheme

Simplybiz has launched a business transition proposition for IFAs looking to retire or offload a segment of their client bank.

clock 10 November 2011 •
202122
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