There are 12 item(s) tagged with the keyword "NMBA".

Displaying: 1 - 10 of 12

1. "Trouble finding an apprentice? Here's why"

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

Tags: NMBA, Apprentice
2. A golden opportunity to recruit new advisers

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.

Tags: NMBA
By Matt Timmins
3. Generation game: What are advice firms looking for in potential recruits?

Brains, a willingness to learn and the desire to work as part of a team are key qualities firms are looking for as they seek to identify the next generation of financial advisers, writes Hannah Godfrey.

Tags: NMBA
4. NMBA - How Govt's apprentice funding freeze risks the future of advice

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

Tags: NMBA
5. "Spring into technology and grow your client base"

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

Tags: NMBA, NextGen Sites, Financial Advice
By Ken Davy
6. "Get to grips with the softer side of advice"

Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.

Tags: NMBA, robo-advice
By Tom Hegarty
7. NMBA gets apprenticeship approval from Skills Funding Agency

SimplyBiz Group's not-for-profit training and development division has received direct accreditation from the Government's Skills Funding Agency to provide apprenticeship training.

Tags: NMBA
8. Nearly half of advisers think clients are being overcharged, survey finds

Almost half of advisers think that some clients are overpaying for the value of service they receive, according to a survey conducted by SimplyBiz's New Model Business Academy (NMBA).

Tags: NMBA
By Tom Hegarty
9. Advisers brand Mifid call recording 'step too far'

European Union requirements for adviser firms to record all client telephone calls have been branded a 'step too far' by members of the New Model Business Academy.

Tags: NMBA, Advisers
10. Tackling the crisis in adviser recruitment

For at least the past decade, there has been a growing awareness that the financial services sector is facing a seemingly unsolvable problem: there are fewer advisers joining the industry than there are leaving.

Tags: NMBA
By Tom Hegarty

Displaying: 1 - 10 of 12

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Latest News

GDPR – the dawn of a new era in data security and usage

January 09, 2018

As you are no doubt aware, the General Data Protection Regulation (GDPR) was first introduced in April 2016 by the Information Commissioner’s Office (ICO) and the new regulation must be adopted by every UK firm that handles personal data by the 25th of May 2018.

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View from the top...

January 09, 2018

With nearly five decades of experience in the financial services sector, SimplyBiz Group Chairman, Ken Davy, provides a unique perspective on the advisory landscape. In this edition of Adviser Today, Ken gives us his view on the FCA’s recent Paper on the ageing population, and why he feels this piece of research is so important. 

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Davy warns of 'year of regulation'

January 04, 2018

SimplyBiz founder and chairman Ken Davy has warned 2018 will be the year when advisers are hit by more rules and regulations than ever before.

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A New Year message from Ken Davy

January 03, 2018

SimplyBiz Group Chairman, Ken Davy provides an update on the year ahead, regulation, our services, and his campaign to reform the FSCS funding system. 

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