Platform woes prompt adviser rethink for key clients
Protecting high-paying clients from disruption is a priority for IFAs
Nucleus
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PEOPLE MOVES: Holborn, State Street, Nucleus
Holborn Assets nabs a deVere Acuma wealth manager and Nucleus appoints a head of product development
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PEOPLE MOVES: SJP, Tilney, Nucleus
SJP announces the retirement of its investment director after 27 years of service, Tilney hires two financial advisers from Ludlow and Cornerstone, while Nucleus appoints a head of platform marketing.
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Discretionary permissions on the slide at Nucleus
Adviser interest in obtaining discretionary permissions on the Nucleus platform has slumped, it has revealed.
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PEOPLE MOVES: Abacus Financial Consultants, Butterfield, Nucleus
Abacus Financial Consultants head of recruitment joins recruitment boutique, Butterfield appoints for Asia push and Nucleus names two non exec directors and remuneration chair.
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‘Don’t judge us on industry rumours’ – IFA consolidator
Advice firm consolidators looking to make further acquisitions could be out of luck if a survey published by platform Nucleus is taken at face value.
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Capacity issues loom as adviser client numbers soar
As UK advisers continue to experience increased demand for their services, capacity issues are hitting home for some, wrap platform Nucleus has warned.
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Nucleus to float on London’s AIM in July
Platform provider Nucleus will float on the London Stock Exchange’s Alternative Investment Market (Aim) later this month, in a deal that is expected to value the business at £150m ($198m, €169m).
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DB transfers will ‘come to a head’ when stock market falls
When markets fall, consumers who have transferred out of a defined benefit (DB) scheme and started accessing their pots could potentially face a crisis in their retirement, a director from advice firm Tuto Associates has argued.
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What do IPOs mean for the future of platforms?
With a recent spate of initial public offerings (IPOs) and planned listings from Transact, AJ Bell and Nucleus, industry experts share their thoughts on what this means for the future of platforms.
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Nucleus launches DB roundtable series
Nucleus, the adviser-built wrap platform, has brought together a panel of experts and financial advisers to help the IFA community navigate its way through the defined benefit (DB) transfer “minefield”.
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Nucleus launches capital gains tool
UK adviser-built wrap platform Nucleus has launched a capital gains tax (CGT) tool, Narrate CG.