Analysis: Will 2025 be a gamechanger for financial advice and AI?
Although current use remains piecemeal, there are a range of products emerging that could have a huge impact on productivity levels
Intelliflo
-
-
Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
-
Mabel Insights partners with Intelliflo on adviser app
App accessible to all Intelliflo customers as an integrated feature
-
Still major disparities in financial advice access, Intelliflo reveals
As CEO pushes use of technology to reduce gaps
-
Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
-
Intelliflo partners with SS&C to ‘transform’ UK advice market
Firms have created Wealthlink – the ‘deepest ever integration’ between a practice management system and an investment platform
-
Tech-embracing advice firms generate 54% more revenue
Technology is the ‘make-or-break’ factor for companies in the industry
-
Brooks Macdonald joins forces with Intelliflo
To bolster its advice tech offering
-
‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
-
Intelliflo rolls out cashflow planning tool
In a bid to make it ‘quicker and easier for advisers to build, adapt and stress-test clients’ plans’
-
Single people three times less likely to seek financial advice
There are ‘millions of people not getting the help they need with their personal finances’
-
PEOPLE MOVES: HSBC, Candriam, Intelliflo
Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution