Nucleus is an online wrap platform built by and for financial advisors. This white paper looks at the future of financial planning by examining the past, current, and future state of finances.
Some words from Nucleus:
"We've produced our latest white paper 'the future of financial planning', prepared in partnership with Phil Billingham of Perceptive Planning using Foleon.
We utilised functionality in Foleon to create a really engaging white paper by embedding video, infographics, imagery, and forms. This has set us apart in the market, engage our audience and help us continue to grow our business."