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SimplyBiz

Investing in the profession

Your guide to becoming directly authorised

Chris Kilner of SimplyBiz talks to Maria Merricks about how advisers can go from being an appointed representative to directly authorised.

clock 09 June 2011 •

Investing in the profession

Your step-by-step guide to setting up a business

Consultants and advisers talk to Heath Reidy about how to start a business from scratch,

clock 02 June 2011 •

Regulation

SimplyBiz: More firms exiting networks

Support services provider SimplyBiz is unveiling extra compliance support to aid the increasing numbers of firms and advisers it expects to leave networks in the run up to RDR.

clock 14 March 2011 •

RDR

Fewer IFAs eyeing restricted space

A tenth of advisers are considering the 'restricted' advice route after 2012, significantly fewer than recent estimates, new research suggests.

clock 22 February 2011 •

TMT

Extra 1,000 SimplyBiz IFAs sign up to Distribution Tech

IFA support services provider SimplyBiz has extended a licence agreement with front-office tech supplier Distribution Technology (DT).

clock 14 January 2011 •

Technology

SimplyBiz ditches Defaqto for Capita

SimplyBiz has signed a three year deal with Capita Financial Software for the provision of free product and fund research to its members.

clock 11 January 2011 •

Your profession

Blog: Are model portfolios a threat to independence?

There have been several press comments recently from organisations questioning whether the use of model portfolios will impact a firm's independent status post RDR.

clock 11 November 2010 •

Your profession

SimplyBiz's NMBA unveils CPD videos

The New Model Business Academy (NMBA), the not-for-profit division of SimplyBiz, has introduced a new video service to help advisers meet their CPD requirements in the run up to RDR.

clock 08 November 2010 •

Your profession

SimplyBiz slams Hoban McDonald's jibe

SimplyBiz has come out in defence of IFAs after Treasury minister Mark Hoban today said advisers were no more qualifed than McDonald's shift workers.

clock 20 October 2010 •

Your profession

Why your trading status matters

Which is best: sole trader, limited company or the 'third way'?

clock 16 September 2010 •
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