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February 28, 2024
Financial services mutual Wesleyan has appointed Karen Blatchford as managing director of dental, direct and intermediary distribution. Blatchford joins from Quilter, where she was distribution director responsible for the UK platform and associated products. She has over 25 years’ experience in the financial
December 18, 2023
Nucleus chief digital officer Andrew Smith will be stepping down from his position at the end of 2023, after spending 13 years at the company.
December 11, 2023
Catch up on Money Marketing's most popular stories this week. European ETF flows resilient despite market volatility and Evelyn Partners acquires Buckinghamshire-based advice firm. Read more below: European ETF flows resilient despite market volatility Morningstar's Jose Garcia Zarate reports strong demand for
December 5, 2023
Nucleus has reduced the standard annual Nucleus Wrap platform charge by three basis points (bps) for holdings between £200,000 and £500,000.
December 5, 2023
Good morning and welcome to your Morning Briefing for Tuesday 5 December 2023. To get this in your inbox every morning click here. Nucleus cuts charges Nucleus Financial Platforms has announced it is reducing the standard annual Nucleus Wrap platform charge by three basis points for holdings between £200,000 and
December 5, 2023
Nucleus Financial Platforms has announced it is reducing the standard annual Nucleus Wrap platform charge by three basis points for holdings between £200,000 and £500,000.
October 25, 2023
Across our James Hay and Nucleus Wrap platforms, we have over 1,000 items a customer could receive. As an advised platform provider, we need to be satisfied our customers – your clients – understand our products and services, and the information we provide.
October 16, 2023
The fund, which the company claims is the first designed to specifically sit on an adviser platform, invests in a range of asset classes to diversify risk.
May 31, 2023
Nucleus has partnered with The Verve Group to host a series of eight webinars about Consumer Duty. The platform provider said the webinars have been tailored to help the advice profession understand what it needs to do to be compliant with the new rules.
May 17, 2023
Nucleus has moved into profit having capitalised on the increase in the margin it takes on clients’ cash accounts.