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Survey reveals adviser ignorance of new client data regulations

A survey of financial advisers has found that the majority are set to miss the May 2018 deadline for complying with the new General Data Protection Regulation (GDPR) which will impose penalties for mis-using or failing to protect client data.

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Nearly 3 in 4 advisers now using social media

Nearly three in four financial advisers are using social media with the percentage increasing, according to Intelliflo’s 4th annual survey into social media usage.

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7IM reveals cashflow modelling app link up with Intelliflo

Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.

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Advisers fear large product providers going direct

Financial adviser delegates have identified the biggest threats to their businesses as being large product providers going direct to clients and robo advice.

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