A 29-minute view.
In this interview with David Ferguson, the CEO of Nucleus chats to Lee Robertson across a range of topics including the state of the platform world, APIs, interconnectivity, how he started out by listening to progressive and thoughtful financial planners and how he continues to do so.
Touching upon platform innovation and delivery issues, service models, and the evolution of models for fees across advice, platforms, providers, and how and when fund groups may also have to confront the potential changes.
David closes by talking about the very deliberate and very supportive culture within Nucleus and how his early formative work experiences helped him shape these views.
Octo Members
Octo
-
Brooks Macdonald Adviser Academy dates in 2019
5 June 2019