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SimplyBiz joins Keith Richards' Consumer Duty Alliance

SimplyBiz has joined the newly created Consumer Duty Alliance (CDA), which launched on 9 March for the personal finance sector, as an affiliate member. ....

Paul Bruns , Tony Miles , Keith Richards , Financial Vulnerability Taskforce , Consumer Duty , Professional Standards , Financial Vulnerability , Consumer Duty Alliance ,

SimplyBiz pairs with Comentis on vulnerable client support

SimplyBiz has joined forces with Comentis to upgrade its range of services to help advisers identify vulnerable clients and offer them the right services. ....

Jonathan Barrett , Marc Thompson , Consumer Duty , Consumer Duty ,

Fintel names Phil Smith as chair replacing Ken Davy

Fintel, the parent company of SimplyBiz and Defaqto, has named Phil Smith as its next chair. ....

Ken Davy , Ken Davy , Phil Smith ,

SimplyBiz debuts regulatory activities tracking tool

Significant regulatory activities on the 2023 calendar for advisers will be tracked by SimplyBiz in the form of a digital tool offering. ....

Paul Bruns , Financial Conduct Authority , Financial Services Compensation Scheme , Horizon Scanner , Capital Adequacy Requirements , Consumer Duty , Capital Adequacy Requirements , Financial Conduct Authority , Paul Bruns ,

Advisers buoyant on prospects with just 13% worried about future

Some 41% of adviser firms said they felt positive about the coming 12 months, according to a survey from SimplyBiz, while just 13% said they had concerns about the future. ....

Richard Ardron , Richard Ardron ,