Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
Service aims to improve client outcomes and help with Consumer Duty
App accessible to all Intelliflo customers as an integrated feature
As CEO pushes use of technology to reduce gaps
‘Essential to maintain a balance’
Firms have created Wealthlink – the ‘deepest ever integration’ between a practice management system and an investment platform
Technology is the ‘make-or-break’ factor for companies in the industry
To bolster its advice tech offering
In a bid to provide mass market consumers with greater access to services
In a bid to make it ‘quicker and easier for advisers to build, adapt and stress-test clients’ plans’
There are ‘millions of people not getting the help they need with their personal finances’
Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution
It will work with 30,000 financial advisers around the world