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Nucleus Financial

Wrap/platforms

Charles Stanley rolls out portfolio service to five platforms

Charles Stanley has rolled out its Collectives Portfolio Service to five platforms.

clock 24 February 2014 •

Wrap/platforms

Nucleus launches ISA toolkit for advisers

Wrap platform Nucleus has launched an ISA toolkit for advisers.

clock 13 February 2014 •

Wrap/platforms

Nucleus: Leave pricing till last when performing platform due diligence

Advisers are being urged to adopt a phased approach to platform due diligence ahead of the introduction of new obligations on 6 April, with pricing as the least important consideration.

clock 29 January 2014 •

Wrap/platforms

All change for platforms: Eight due diligence points for 2014

PLATFORMS

clock 23 January 2014 •

Wrap/platforms

Moneygate offers 'deferred buyout' option to Nucleus advisers

IFA firm Fairstone Financial Management - the Moneygate Group's national financial advisory business - and wrap platform Nucleus have partnered to share services between member firms, including a 'deferred buyout' option for Nucleus advisers.

clock 22 January 2014 •

Wrap/platforms

Nucleus eyes D2C platform move to serve orphan clients

Nucleus is considering launching a direct-to-consumer (D2C) platform in an effort to better serve the 6,000 orphaned clients it currently redirects to Hargreaves Lansdown each year.

clock 14 January 2014 •

Wrap/platforms

Nucleus reports 34% increase in inflows for Q4

Wrap platform Nucleus has reported a 34% increase in inflows, year on year, boosted by a post-Retail Distribution Review (RDR) surge in business.

clock 09 January 2014 •

Wrap/platforms

Baby steps: Are profitable platforms now a permanent fixture?

PROFITABLE PLATFORMS

clock 02 December 2013 •

ETFs

Exchange traded products: The post-RDR boom product?

ETPs

clock 21 November 2013 •

Wrap/platforms

Nucleus publishes platform pricing guide for advisers

Wrap platform Nucleus has published a pricing guide for advisers which breaks down platform charges.

clock 14 November 2013 •
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