The Adviser Issue 9 | Page 3


Hello , and welcome to the Autumn / Winter edition of The Adviser .
The past few years have been a time of enormous change in our profession , with seismic shifts in the way advisers are structuring their businesses , using technology , learning , and interacting with clients . However , one thing that hasn ’ t changed is how busy advisers are and , whilst ways in which to introduce efficiencies are currently at the centre of many of our conversations , the reality is that your time has never been more valuable . In this edition of The Adviser , we hope to free up some of your time by delivering the latest news from the sector , the regulator , and SimplyBiz in one place . Whilst the Consumer Duty is the biggest change we ’ ve seen this year , it certainly hasn ’ t been the regulator ’ s sole area of focus . Inside , you can catch up with pieces on both the reality of the Duty four months post-implementation , and the other significant pieces of regulation which have come into play in recent months , or are on the horizon . And , of course , how SimplyBiz can help you manage the regulatory burden . We ’ ve also got our Pensions Technical Team tackling the burning questions of the moment and a deep-dive into our refreshed investment support service , Investment Intelligence . We ’ ve also got all the latest news on changes in the world of technology – from the potential opportunities emerging from AI development to progress in adviser tech solutions . We ’ re always here to discuss your thoughts and questions on the above , or anything else currently on your mind , and we ’ d love to hear from you . Please don ’ t hesitate to get in touch at editorial @ simplybiz . co . uk
Kind regards , The SimplyBiz Team
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