There are 1 item(s) tagged with the keyword "Advisers".

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1. 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

Displaying: 1 - 1 of 1

Testimonials

“Moving a team of sixteen advisers plus support staff from a network environment to directly authorised had its challenges but the excellent support and guidance from SimplyBiz ensured that everything was completed efficiently and on time.”

Chris Kelly
Boldon

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Latest News

NMBA to open applications for apprenticeship programme

February 20, 2018

SimplyBiz-affiliated New Model Business Academy (NMBA) is opening applications on Thursday for the first year of its apprenticeship programme.

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"If you do not understand bitcoin, stay away"

February 14, 2018

In his latest blog, Ken Davy, SimplyBiz Group Chairman, advises against investing in something you can't see, hold or touch.

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Centra impresses Ian McKenna

February 13, 2018

Ian McKenna, Director at the Financial & Technology Research Centre, has taken a look at SimplyBiz's new investment system, Centra, and is impressed with what he's seen.

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"Why advisers should consider getting extra support in their business"

February 07, 2018

With delegation the key to business success, Tom Hegarty, Managing Director of NMBA, discusses why many advisers should consider getting extra support.

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