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Nucleus

Compulsory standards needed so advisers can compare DFMs

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

Platforms | 29 Jul 16

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.

Greater DFM scrutiny needed – 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.

Offshore bond uplift after new LTA cap is wishful thinking

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.

It is time for advisers to fully embrace technology – Nucleus

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.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.