Archives for Financial Services

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.

Nucleus posts record financial results

2012 was a pivotal year for Nucleus breaking into profit for the first time after only six years. 2013 continued this progress and as it turned out, represented an even bigger step forward for us. Today we have issued our full financial results for 2013 and we’re very pleased to
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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.

What makes people stay? #AttractFS

On 24 October we took part in a tweetchat on the subject of recruitment in financial services. The panel on the day included our business development director Barry Neilson (@BarryNeilson), Gregor Ormond of Redmill Resourcing (@redmillr) and Daniel O’Hara from the Chartered Institute of Securities and Investments (@CISI). With MRM
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Categories: News.

Tweetchat: #AttractFS

How can financial services firms #AttractFS and retain top talent? Since we launched our recruitment club, Attract, and our white paper on recruitment for financial planning practices, we’ve had really good response. It’s highlighted that recruitment isn’t just an issue for Nucleus advisers but across the board in financial services.
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Categories: News.

Tweetchat #leftbehind

On 1 July we hosted a Tweetchat asking what the financial services sector needs to innovate for the future. Our panel of experts included David Ferguson, Nucleus CEO, Mark Polson, principal of the Lang Cat, Steve Bee, pensions expert, and Pete Matthew, MD of Jacksons Wealth. The panel were joined
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Categories: News.