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
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Intelliflo CEO says majority of clients will switch advisers if tech isn’t up to scratch
Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence
The 11 factor tilted model portfolios are now available to financial advisers in the UK
It will give them a ‘more realistic understanding’ of their clients’ financial situation
Working from home will save companies a lot of money that could be deployed elsewhere
Double promotion at UAE investment solutions firm, as promotional body names CEO replacement
Swiss firm names head of UK investment advisory, while asset manager hires private wealth director
As word of mouth remains top business boost going into the new year, Intelliflo says
Former CEO returns to top job at technology provider and insurer names Swiss director
Pension freedom flexibilities ‘present risks which need to be navigated’
It can reduce data errors and free up time – but only if done properly
Swiss insurance giant bolsters its Middle East operation, as IFA network makes double hire