There are 11 item(s) tagged with the keyword "NMBA".

Displaying: 1 - 10 of 11

1. 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
2. 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
3. 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
4. "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
5. "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
6. 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
7. 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
8. 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
9. 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
10. Simplybiz academy applies to provide apprenticeship support

The New Model Business Academy has applied to be added to the register of apprenticeship training providers.

Tags: NMBA, Professional Development, CPD

Displaying: 1 - 10 of 11

Testimonials

"All my other contacts with SimplyBiz have been, without exception, friendly and all my queries have been dealt with efficiently and effectively. I feel reassured to be a member of an organisation which quite clearly has its Members' interests at heart and which has a positive philosophy with both corporate and individual competence."

Dr David Carter APFS
Tiverton

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Latest News

"FSCS funding should be fair and affordable"

November 17, 2017

Rather than making a knee-jerk rejection, the Association of British Insurers (ABI) should follow Aegon UK’s lead by focussing on fairness and affordability when considering the latest Financial Services Compensation Scheme (FSCS) funding proposals.

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"Self-employed should mind the protection gap"

November 13, 2017

The recent scary antics of Halloween were an appropriate backdrop for Scottish Widows to release the even more frightening results of a survey about the protection coverage of the UK’s self-employed. 

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"California dreaming on such a winter's day"

November 06, 2017

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

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Matt Timmins: New guidance body has no right to word 'advice'

October 20, 2017

Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice

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