SimplyBiz has been shortlisted in the 'Best Support Services For Advisers' category in the industry-renowned Professional Adviser Awards 2021. If successful, it would be a the fourth consecutive, and seventh overall, win for SimplyBiz in this category, having previously taken the trophy in 2008, 2009, 2012, 2013, 2018, 2019 and 2020.
A panel discussion on the value of diversity and inclusion (D&I) within financial services, featured within The SimplyBiz Group’s MI Live event which took place yesterday, explored the breadth of ways in which inclusion benefits advice and broker firms.
The independent technology and financial information business, Defaqto announces that it now risk rates 1047 funds and DFM Model Portfolios through its end-to-end financial planning software, Defaqto Engage.
The SimplyBiz Group has announced the appointment of Aviva Financial Advice to its DB pension transfer referral bureau panel. The bureau offers an outsourcing solution to advisers who are either unable to, or choose not to, operate in the defined benefits transfer market, but still want to meet the needs of their clients in this area.
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