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SimplyBiz

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 •

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 •
202122
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