Only 1 in 3 advisers use cashflow tools with all clients

Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.

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Field exits Intelliflo in major sales reshuffle

Intelliflo’s long-serving chief sales officer Wenda Field is to exit the company to pursue new challenges in a major sales reshuffle for the fintech firm.

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Intelliflo adds Open Banking to Financial Planning portal

Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.

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53% of adviser staff say remote working is permanent

Just over half of staff working at financial advice firms believe remote working is becoming a permanent way of doing business, according to a new survey.

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