Nucleus
Best Practice | 5 Aug 16
Compulsory standards needed so advisers can compare DFMs
Compulsory reporting standards are needed for discretionary fund manager (DFM) firms so that advisers can better compare them, a panel of industry experts has said.
Platforms’ role to grow as client data becomes increasingly crucial
The visibility of data to which platforms have access is going to become increasingly valuable says Barry Neilson, business development director at Nucleus.
Multi Asset | 2 Jun 16
Greater DFM scrutiny needed – Nucleus
Scrutiny by financial advisers of outsourced discretionary funds managers needs to improve, according to UK-based wrap platform provider Nucleus.
Fixed Income | 10 Mar 16
Offshore bond uplift after new LTA cap is wishful thinking
Providers expecting the reduced lifetime allowance (LTA) to spur offshore bond sales to UK residents are guilty of “wishful thinking” according to a number of distributors, who are failing to see any increase in appetite.
Technology | 5 Feb 16
It is time for advisers to fully embrace technology – Nucleus
The ‘industrial revolution’ in technology will continue to overturn both client expectations and the demands they make of financial services firms, says Nucleus CEO David Ferguson.