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.

Certified Financial Planner and Chartered Wealth Manager Martin Ruskin CFP, head of business development at Paradigm Norton and a leading Financial Planning figure, has shared his top client loyalty tips.

IRESS has said that XPLAN clients will be able to easily allow third party software providers to directly access and integrate with XPLAN.

Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future.  As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money wisely, ensuring they get good returns for years to come.