Aussie network partners with Intelliflo
Deal ‘marks the beginning of a new era of advice tech’ for the country
Intelliflo
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Advice firms warned over their lack of digital offering
Intelliflo CEO says majority of clients will switch advisers if tech isn’t up to scratch
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PEOPLE MOVES: ASI, Cazenove Capital, Intelliflo
Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence
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Praemium adds Sparrows Capital MPS to platform
The 11 factor tilted model portfolios are now available to financial advisers in the UK
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Intelliflo rolls out open banking for advisers
It will give them a ‘more realistic understanding’ of their clients’ financial situation
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Is paying office rent a thing of the past for advice firms?
Working from home will save companies a lot of money that could be deployed elsewhere
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PEOPLE MOVES: Abacus, Guernsey Finance, Tilney
Double promotion at UAE investment solutions firm, as promotional body names CEO replacement
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PEOPLE MOVES: Julius Baer International, Arlo Wealth, Intelliflo
Swiss firm names head of UK investment advisory, while asset manager hires private wealth director
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Client endorsements biggest opportunity for advisers in 2020
As word of mouth remains top business boost going into the new year, Intelliflo says
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PEOPLE MOVES: Intelliflo, Lombard International, HSBC
Former CEO returns to top job at technology provider and insurer names Swiss director
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Should decumulation keep IFAs and clients up at night?
Pension freedom flexibilities ‘present risks which need to be navigated’
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Removing the back-office burden for advisers
It can reduce data errors and free up time – but only if done properly