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

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Latest News

"30 years on, the prinicpal still carries the can"

April 11, 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

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Understanding what makes a good advice process

April 10, 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

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SimplyBiz Mortgages adds The Melton to panel

April 09, 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.

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SimplyBiz enters Aim market at 170p a share

April 04, 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

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