Capacity issues loom as adviser client numbers soar
As UK advisers continue to experience increased demand for their services, capacity issues are hitting home for some, wrap platform Nucleus has warned.
Nucleus
-
-
Nucleus confirms plans to pursue Aim-listing
Platform provider Nucleus confirmed on Monday it is pursuing a listing on the alternative investment market (Aim) with trading to commence in late July.
-
What do IPOs mean for the future of platforms?
Platforms’ business models are an important consideration under financial adviser due diligence so what do a recent spate of IPOs and planned listings from Transact, AJ Bell and Nucleus mean for the nascent market?
-
Nucleus launches capital gains tool
Nucleus has launched a capital gains tool which will be added to its client reporting suite.
-
Nucleus CEO: Mifid II will kill fund price herding
Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.
-
Nucleus pays out first dividend as assets hit £11.4bn
Nucleus has announced that it has paid its first dividend to shareholders off the back of “another successful year of profitable growth”.
-
Nucleus slashes platform fee for wealthy clients
Nucleus is set to slash costs for high-value clients on its platform to meet demands for a “more competitive structure” for large portfolios.
-
Average fund fees squeezed 13bps since launch of RDR – Nucleus
New data from Nucleus reveals that the average ongoing charges figure (OCF) for a cross-section of funds has plummeted from 78.6 basis points to 65.3bps (-13.3bps) since the introduction of the Retail Distribution Review (RDR) in 2013.
-
Platforms’ role to grow as client data becomes increasingly crucial
The visibility of data to which platforms have access is going to become increasingly valuable says Barry Neilson, business development director at Nucleus.
-
It is time for advisers to fully embrace technology – Nucleus
The ‘industrial revolution’ in technology will continue to overturn both client expectations and the demands they make of financial services firms, says Nucleus CEO David Ferguson.
-
Election uncertainty and pensions changes behind platform sales slide
Election uncertainty and pension reforms contributed to fund platforms enduring a lethargic first quarter, according to data released by Fundscape.
-
Transact named best platform
Investment platform pricing continues to be a prominent factor in adviser platform selection but functionality remains key, CoreData Research has found.
