Nucleus launches digital client portal 'Nucleus Go'
Accessible on mobile
Adviser platform Nucleus has launched Nucleus Go, a portal that sets out to allow advised clients to engage with their investments digitally and on the go.
The new tool has been designed to allow clients easily to engage with their portfolios, which Nucleus said should lead to "more focused and meaningful conversations" in client reviews. Through the portal,...
More on Your profession
How can advisers improve the financial wellbeing of clients?
As financial wellbeing becomes a greater consideration for more clients and financial advisers alike, Stephen Little speaks to a numbers of advisers and other voices to see what it really means and how it can be further integrated into the planning process......
PI cover up for 95% of advisers with pension transfer permissions
Harder to renew with permissions
Anthony Morrow: The advice industry must do more to innovate
Reacting to the financial watchdog's evaluation of the Financial Advice Market Review, OpenMoney co-founder Anthony Morrow says the advice sector needs to do more to make advice accessible to the masses
FAMR evaluation: FCA boasts improvements in access to advice
Number of advised clients up 33%
More news
How can advisers improve the financial wellbeing of clients?
As financial wellbeing becomes a greater consideration for more clients and financial advisers alike, Stephen Little speaks to a numbers of advisers and other voices to see what it really means and how it can be further integrated into the planning process......
PI cover up for 95% of advisers with pension transfer permissions
Harder to renew with permissions
Manager exodus and fund closures as Jupiter AM conducts review
James Clunie, Alastair Gunn and Michael Buhl-Nielsen to depart
