Financial Planners: key concerns are growth and efficiency

Financial Planners believe business growth and efficiency to be the biggest challenges they face in 2020, according to a new survey.

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Nucleus adds trading enhancements in platform boost

Adviser-built wrap platform Nucleus has introduced enhancements to its platform which have been designed to help advisers manage trading more efficiently and effectively.

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Nucleus publishes new SM&CR guide

Adviser-build wrap platform Nucleus has launched a white paper to help advisers finalise their preparations ahead of the Senior Managers and Certification Regime (SM&CR).

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Rachel Vahey joins AJ Bell after leaving Nucleus

AJ Bell has appointed Rachel Vahey to the role of senior technical consultant.

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