PEOPLE MOVES: Zurich, Openwork, Intelliflo
Swiss insurance giant bolsters its Middle East operation, as IFA network makes double hire
Intelliflo
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Fintech firm buys cashflow modelling provider
Acquisition will be a ‘key building block’ in delivering its planned international expansion
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Financial advisers embrace the social media revolution
Rise in use of Linkedin, Facebook and Twitter in a bid to attract clients
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Invesco unveils £1 a month model portfolio service
Offering will be a ‘game changer for advisers managing investments’
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Digital service provider unveils client review system for IFAs
Firm eyes ‘Europe and other countries’ as future jurisdictions for the UK-based advice offering
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Tech firm to tackle cost of advice
Cost, quality and suitability are all linked
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Financial planning service provider signs triple deal
All three partnership agreements offers time saving and improved accuracy
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One in five UK advisers says GDPR had a major impact
Daily business disrupted in nine out of 10 firms
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How to secure your business against cyber attacks
Six top tips for keeping your systems safe and helping your clients do the same
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How can advisers benefit from offering robo-advice?
Learn about the benefits of robo-advice and its primary target market
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£379bn advice tech provider integrates pension switching firm
Back office system teams up with Selectapension
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Invesco forges adviser links with Intelliflo deal
Invesco has entered a direct relationship with advisers with the purchase of back-office software provider Intelliflo for an undisclosed sum.