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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      • Date: 11 Mar 2021
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      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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      • Date: 22 Jun 2021
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Nucleus Financial

Nucleus launches adviser toolkit to improve workplace conditions
  • Wrap/platforms
Nucleus launches adviser toolkit to improve workplace conditions

Covering five topics

  • 18 November 2019
Nucleus and Phil Young launch SM&CR white paper
  • Regulation
Nucleus and Phil Young launch SM&CR white paper

Ahead of December deadline

  • 11 November 2019
Liberum awards Transact and Nucleus 'hold' ratings and marks AJ Bell a 'sell'
  • Wrap/platforms
Liberum awards Transact and Nucleus 'hold' ratings and marks AJ Bell a 'sell'

'Adviser platform space competitive'

  • 10 October 2019
Nucleus closes head office due to flooding
  • Wrap/platforms
Nucleus closes head office due to flooding

'Yellow' weather warnings

  • 11 July 2019
Re-platforming under the microscope in punchy PA360 platform debate
  • Wrap/platforms
Re-platforming under the microscope in punchy PA360 platform debate

'IFAs bore the brunt'

  • 25 April 2019
Countdown to PA360 - Hear Nucleus boss Ferguson on platform panel
  • Your profession
Countdown to PA360 - Hear Nucleus boss Ferguson on platform panel

25 April

  • 16 April 2019
Rory Percival and Nucleus launch suitability guide for advisers
  • Your profession
Rory Percival and Nucleus launch suitability guide for advisers

Masterclasses to take place in May

  • 11 April 2019
David Ferguson: Five key trends facing the UK platform market in 2019
  • Wrap/platforms
David Ferguson: Five key trends facing the UK platform market in 2019

Who pays for platforms?

  • 15 January 2019
Nucleus revamps relationship with tech provider Bravura
  • Wrap/platforms
Nucleus revamps relationship with tech provider Bravura

‘To drive future inflows and AUA growth’

  • 19 November 2018
Nucleus, Standard Life and True Potential win at UK Platform Awards
  • Wrap/platforms
Nucleus, Standard Life and True Potential win at UK Platform Awards

PA’s Tom Ellis again judged top journalist

  • 26 September 2018
Nucleus adds two female non-execs to all-male board
  • People
Nucleus adds two female non-execs to all-male board

Listed on AIM this morning

  • 26 July 2018
Nucleus goes public and lists on AIM
  • Wrap/platforms
Nucleus goes public and lists on AIM

Initial value of £140m

  • 26 July 2018
Transact sees consistent flows post-IPO - should others take confidence?
  • Wrap/platforms
Transact sees consistent flows post-IPO - should others take confidence?

'Fear of missing out'

  • 24 July 2018
True Potential and Zurich shortlisted for Platform of the Year 2018
  • Wrap/platforms
True Potential and Zurich shortlisted for Platform of the Year 2018

UK Platform Awards 2018

  • 16 July 2018
Nucleus set to float on AIM
  • Wrap/platforms
Nucleus set to float on AIM

‘£150m valuation’

  • 02 July 2018
Nucleus to float on AIM next week - reports
  • Wrap/platforms
Nucleus to float on AIM next week - reports

‘£150m valuation’

  • 29 June 2018
Rachel Vahey: Working through the tax allowance maze
  • Tax Planning
Rachel Vahey: Working through the tax allowance maze

How to simplify savings income tax

  • 06 June 2018
Barry Neilson: The changing face of adviser outsourcing
  • Your profession
Barry Neilson: The changing face of adviser outsourcing

Impact of fees

  • 09 May 2018
PA360: Platforms' value for money 'hard to gauge' - David Ferguson
  • Wrap/platforms
PA360: Platforms' value for money 'hard to gauge' - David Ferguson

Speaking at Professional Adviser's conference

  • 24 April 2018
Phil Young: With GDPR, consent is not always king for advisers
  • Regulation
Phil Young: With GDPR, consent is not always king for advisers

Newsletter example

  • 10 April 2018
Nucleus plans Q2 float - reports; Transact lists on LSE
  • Companies
Nucleus plans Q2 float - reports; Transact lists on LSE

AUM of £13bn

  • 02 March 2018
Nucleus sets up DB transfer expert panel to help advisers
  • Pensions
Nucleus sets up DB transfer expert panel to help advisers

Adviser insight

  • 27 February 2018
Nucleus adds capital gains tool to client-reporting suite
  • Wrap/platforms
Nucleus adds capital gains tool to client-reporting suite

Report output options

  • 16 February 2018
PA's Platform Market Study: Is vertical integration failing on client costs?
  • Wrap/platforms
PA's Platform Market Study: Is vertical integration failing on client costs?

'Anchorman and his deep burn'

  • 31 January 2018
123

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Advisers to be levied £240m again as FSCS announces £1bn overall levy
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