More than 25% of advisers now actively review client segments
As 3-in-10 say Mifid II cost and charge statements have brought more confusion
Nucleus
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UK adviser hunger for outsourcing grows
As fewer planners are looking to run their own model portfolios
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Nucleus account director dies
He was the company’s first regional business development director
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Nucleus offers ‘mass customisation’ to customers
Investment approach can be tailored to each client, regardless of the size of their assets
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PEOPLE MOVES: Schroders, Sanlam, Nucleus
Duo promoted to top job in Asia Pacific, while South African group reshuffles senior management
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Nucleus’ European joint venture acquires life firm
Just four months after entering into the partnership
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Is understanding client biases the next advice frontier?
Nucleus explores the issue by partnering with a behavioural insights firm
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PEOPLE MOVES: Canaccord Genuity, Embark, Matthews Asia
Wealth management firm names regional head, as pensions provider hires chief executive
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Financial advisers are drowning in paperwork
A third spend more than 40% of their time on back office issues – up from one-in-10 last year
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Advisory platform rolls out online client portal
People will be able to access their investments and communicate with their adviser
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Platform unveils financial adviser suitability white paper
It has joined forces with a former UK watchdog boffin to help firms comply with industry changes
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Inflows soften at Nucleus and Brooks Macdonald
Volatility sees platform’s net inflows drop 10% quarter-on-quarter, while DFM’s UK growth halves