Latest News & Blog

How to help clients create a lasting power of attorney - CPD article

16 Jul 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

"How turning a blind eye got us to where we are now" "How turning a blind eye got us to where we are now"

18 Jul 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

Hello, have you been mis-sold an accident claim? "Hello, have you been mis-sold an accident claim?"

05 Jul 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

SimplyBiz reveals line-up for advice show

22 Jun 2018

Leading figures and some of the industry’s heavyweights will feature in the online broadcast sessions from 10.30am to 2pm on 2 July.

"We are the antidote to consolidation and want small firms to thrive"

02 Jul 2018

SimplyBiz CEO Neil Stevens said the group was "passionate about being the antidote to consolidation" as he praised the work and quality of smaller advice firms.

Be ready for CPD spot checks Be ready for CPD spot checks

20 Jun 2018

With advisers having a one in ten chance of being spot checked, Tom Hegarty, Managing Director of NMBA, looks at how you can ensure you're CPD is on target.

Social care is elephant in the room

20 Jun 2018

There is a massive issue facing our clients, which is often referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.

Investment heavyweights back financial education programme for teens Investment heavyweights back financial education programme for teens

18 Jun 2018

The New Model Business Academy is running a free financial education programme for teenagers.

"Embracing the importance of good communication" "Embracing the importance of good communication"

06 Jun 2018

In recent years, as far as financial advice is concerned, so much emphasis has been placed on getting the right qualifications that the vital importance of soft skills has been neglected.

Tom Hegarty: A ban on contingent charging is no solution Tom Hegarty: A ban on contingent charging is no solution

31 May 2018

The recent NMBA survey of members on the issue of contigency charging provoked an unprecedented level of response and some striking results.

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Latest News

The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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