Wrap platform Nucleus has launched a white paper ahead of the SM&CR deadline with help from Zero Support managing partner Phil Young.
The white paper will help advisers finalise their preparations ahead of the senior managers and certification regime (SM&CR) deadline on 9 December. It explains what is changing as part of the new rules...
Advisers should reconsider process
In preparation for December deadline
CISI Financial Planning conference
Expanding the 'regulatory perimeter'
Engage with followers
Revisiting the portfolio debate
Health and wellbeing focus
'Shortcut to rationality'