22nd November 2017

MiFID II - the difficult second album?

With MiFID II dropping on 3 January 2018, we're beginning to see a flurry of activity across the industry. Will the resulting implementation deliver all that is promised or will it be that difficult second album?

The changes will have a huge impact on adviser firms and individuals who are involved in the buying and selling of financial instruments.

Nucleus have teamed up with Phil Young of Zero Support to bring you their latest white paper. 'MiFID II - a guide for financial advisers' will explain how the FCA plan to interpret and apply the directive in the UK, how it will affect you as advisers and what actions you will need to take to meet the changes in this legislation.

To download your copy of the white paper just check out the MiFID II section of the Read more website.

Please let Nucleus know if you have any feedback about the paper

Business Development, Partner Guides & Whitepapers, Regulation

Registration

Free Registration and CPD

Related Articles_

Fidelity Adviser Solutions: Helping clients with their financial wellness


If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money


Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Client Centred Advisers: Helping clients stop living in life’s waiting room


One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

Read More

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password