Archives for Advisers

Hanging out with the cool kids

It strikes me that in all the chat about platform winners and losers (usually around service, price, functionality, connectivity, etc) that an important pillar of success is absent. Surely those platforms which execute all this stuff well and which have the most successful users will win? Neither alone is enough.
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Categories: News.

Isa season: part one

Derek Dryden, financial planning consultant at Easby Gale & Phillipson, discusses Isa season and what it means to him The nights are lighter, the daffodils and snowdrops have appeared, and the clocks will soon go forward… a sure fire sign that ‘Isa season’ is upon us. But I still struggle
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Categories: News.

Brave new world

Following the 2014 budget, Nucleus pensions technical manager Jon Gwinnett discusses a defining moment in the democratisation of pension income. How many goodly features are there here! How beauteous mankind is! O brave new world, That has such people in’t! With apologies to Shakespeare, we’re waking up today in a
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Categories: News.

A marketing man’s view on the future of advice

In our latest guest blog, Lucian Camp of Lucian Camp Consulting examines ‘thinking the unthinkable’ at this year’s strategy event People in my line of work always want to be seen as “opinion leaders” – to stay ahead of the curve, to think the unthinkable, to surf the zeitgeist, and
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Categories: News.

#nucleus2014

Last week we hosted our 7th annual strategy event at the Forest of Arden. The biggest and (we think) best yet, as well as sharing updates from Nucleus, we also had a whole host of special guest speakers including: Jon Hocking from Morgan Stanley, speaking on trends in UK wealth
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Categories: News.

Managing risk

In our third guest blog, Mel Holman from Compliance and Training Solutions (CATS) discusses managing risk in financial advice businesses. A number of firms have gone through the FCA Regulatory reviews having first attended the Business Risk Awareness Workshops. The purpose of these interviews is for the FCA to discuss
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Categories: News.

Platform pricing and massive spreadsheets

In the next of our guest blogs, Steven Nelson from the lang cat discusses the challenges in comparing charges in the platform market. When Nucleus approached me to write a guest blog on platform pricing for their site, I won’t lie to you, I was delighted. As resident number monkey
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Categories: News.