articles & commentary from Nucleus

Nucleus

Business Development for Financial Advisers and Paraplanners - Nucleus: Is your firm ready for the SM&CR?

The senior managers and certification regime (SM&CR) comes in to force for all solo-regulated firms on 9 December 2019. At Nucleus, we’re running a campaign to help our users get ready for this initiative. Whether you’re about to finalise your preparations or you still have a way to go, financial planning firms need to understand what’s required to make sure they’re ready. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Illuminate learn – your online learning portal

Illuminate learn was launched as part of our illuminate hub in 2016. We partnered with Redmill Advance to launch an online learning portal. The portal allows people to choose from a range of courses, from personal development or studying for diploma or chartered level exams. The content is created by real world practitioners and is designed to suit the busy lives of our adviser community. The courses are regularly updated, competitively priced and CPD accredited. Each course is broken down into manageable chunks allowing for complete flexibility and making the learning process much more efficient. more...

Investment news for Financial Advisers and Paraplanners - Nucleus: Is your firm ready for the SM&CR?

The senior managers and certification regime (SM&CR) comes in to force for all solo-regulated firms on 9 December 2019. At Nucleus, we’re running a campaign to help our users get ready for this initiative. Whether you’re about to finalise your preparations or you still have a way to go, financial planning firms need to understand what’s required to make sure they’re ready. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Be illuminated

We’ve been running our successful illuminate proposition since 2015. It’s an online hub designed to help advisers build and share knowledge in areas that are vital to the successful development of their business. It’s designed to complement illuminate live events that we held across the country each year. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Is your firm ready for the SM&CR?

The senior managers and certification regime (SM&CR) is due to come in to force for all solo-regulated firms on 9 December. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Adviser firms looking to the future – results from the Nucleus Census

The Nucleus Census is our annual temperature check of our platform users, tracking how they and their businesses progress from year to year. Although focused on users of the Nucleus platform, the census always gives useful insight into the challenges and opportunities faced by the industry as a whole. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Take a closer look at due diligence

Due diligence requirements continue to mature and evolve for advice firms, especially as we see regulation increase in the form of Mifid II, Prod rules and the FCA’s Investment platform market study. more...

Partner event for Financial Advisers & Paraplanners - Nucleus: illuminate live

Illuminate live has been designed to provide you with access to some of the best thought leaders in the industry delivering relevant, engaging and actionable content. With no product push, the only cost to you is the time away from your desk. more...

Partner Event for Financial Advisers and Paraplanners - There's still time to sign up for Nucleus illuminate live, September 2018

Over the past three years Illuminate live has set the standard for providing the very best speakers, giving you access to the most relevant, engaging and actionable content. more...