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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

"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."

Paul Chakravarti
Ilford

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Latest News

Ken Davy: Do you have money to burn?

February 20, 2019

Group Chairman Ken Davy looks at how employing the right support technology could help advisers save time and money.

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NMBA champions the growth of new advisers in the sector

February 18, 2019

More than 100 financial services professionals have enrolled on the New Model Business Academy's (NMBA) apprenticeship programme since it was launched last year. 

 

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SimplyBiz considers acquisition service for advisers

February 18, 2019

SimplyBiz is working on a service to match advisers selling their businesses with potential buyers.

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Richard Ardron: Keeping pace with the modern client

February 12, 2019

Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?

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