Findings from Parmenion and The Lang Cat’s The Impact of Poor Platform Service report
Third Financial was acquired by Nucleus last year
Advisers using Parmenion will gain access to tools
Improved retention across the adviser channel
Total advised AUM up 18% to £17.4bn
As part of its wealth planning arm
Partnership follows other recent launches
FCA’s advice/guidance boundary review also a big theme
Firms have linked up since 2009
Exclusive: Redesign will be ‘one source of truth’ for advisers after complaints of ‘clunky’ systems