Mike Deverell
Equilibrium opens doors to aid platform decisions
Equilibrium Asset Management, the Cheshire-based firm of wealth managers, is opening its doors to advisers on Monday 4th July to share its knowledge and experience of the wrap platform market.
The open day is being held at Equilibrium’s Wilmslow office and is part of a wider initiative by Nucleus member firms …
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Nucleus increases adviser control with new model portfolio proposition
Nucleus, the IFA-owned and controlled wrap platform, has introduced an online self-service option to its model portfolio proposition to give independent financial advisers (IFAs) greater control of portfolio creation, monitoring and maintenance.
Developed in conjunction with Nucleus’ community of IFAs, the new service is designed to enhance the platform’s existing model …
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Client communications heading online, say IFAs
The trend for IFAs to communicate electronically with clients is set to surge according to a poll of IFA firms by independent wrap platform Nucleus.
The findings, which are based on the views of 30 IFA firms representing 171 individual advisers, reveal that half of those questioned believe that the …
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