MiFID II concerns top adviser’s list of headaches

Dealing with MiFID II continues to be a major challenge for financial advisers, according to polls among more than 1,000 delegates who attended recent industry tech conferences.

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Advisers optimistic for 2019, Intelliflo survey reveals

A survey of 200 users of Intelliflo’s Intelligent Office during December revealed that advisers were optimistic that 2019 would see them increase business and recruit more staff.

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Cashflow fin-tech start-up partners with Intelliflo

Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.

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Invesco snaps up adviser tech firm Intelliflo

Intelliflo, the technology platform used by thousands of Financial Planners and financial advisers, has been sold by owner HgCapital to investment firm Invesco for an undisclosed sum.

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