SimplyBiz
Best Practice | 9 Mar 22
Client engagement is top priority for advisers in 2022
75% of firms have seen an increase in customers over the past twelve months
Carmignac unveils MPS range with adviser support services firm
As the companies sign a three-year distribution deal
SimplyBiz unveils online protection hub
‘Advisers have long understood that protection is the cornerstone of robust financial planning’
Poor M&A due diligence will come back to haunt advice firms
‘Smart buyers’ are starting to accurately value a business
SimplyBiz Group rebrands as Fintel
Joint CEO says there are ‘two types of acquisition that really interest’ the company