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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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Fintech startup launches cashflow tool for planners

Fintech start-up i4C is set to officially launch a “revolutionary” cashflow modelling tool for Financial Planners designed to meet the latest regulatory demands.

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Advisers lack new data laws know-how as deadline looms

A significant chunk of advisers have so far failed to learn enough about major changes to data protection law set to come into force soon.

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Working party warns advisers to train staff now ahead of GDPR

Training staff about the new data protection GDPR rules ahead of implementation on 25 May should be a top priority to ensure firms mitigate the risks of expensive data breach claims, according to a GDPR industry working party.

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