SimplyBiz founder Ken Davy has revealed the name of his new restricted national advice proposition, initially codenamed Project Refresher.
Standard Life has released a toolkit aiming to help advisers create a compelling client proposition for the post-Retail Distribution Review (RDR) environment.
SimplyBiz founder Ken Davy has launched a national advisory business aimed at the restricted advice market.
Support provider SimplyBiz has launched a discretionary fund management service through its asset management arm Verbatim.
Stephen Hunt, founder of retirement specialist Rockingham Independent, owes the company almost £100,000, according to a report by liquidator Probitas.
Industry veteran Ken Davy has criticised the FSA for refusing to restructure the Retail Distribution Review (RDR) following the effects of the banking crisis.
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.
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.
SimplyBiz's New Model Business Academy (NMBA) has received more than 100 applications for its alternative assessment qualification since its launch in December.