Nucleus has launched a capital gains tool Narrate CG, which the adviser platform has added it to its Narrate client-reporting suite.
The tool, which Nucleus said has new features as well as some upgrades, will allow advisers to access clients' general accounts in a single view, while additional clients can be added to enable reporting...
Re-platforming went well
Outside the family circle
Now look at them yo-yos
Follows HMRC ruling
Effective 1st December
Legal battle ongoing
'Lessons have not been learned' from past mistakes
From November 2019
Emma Bryon explores why longevity calculators can provoke unexpected behaviour as people are confronted with their own mortality. Here she warns against providing educational tools from an industry ivory tower
10 common advice errors