SimplyBiz
Uncategorised | 7 May 26
Simplybiz launches adviser academy to attract new talent
The academy offers an end-to-end pathway for financial planners, mortgage advisers, paraplanners, and financial services administrators in the UK
PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
PEOPLE MOVES: Utmost Wealth Solutions, T Rowe Price, Rothschild & Co
Insurance provider names head of sales for France, as international CEO retires from asset manager
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’

