Nearly 3 in 4 advisers now using social media
- Monday, 04 September 2017
- Articles
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.
Read more...7IM reveals cashflow modelling app link up with Intelliflo
- Tuesday, 01 August 2017
- Articles
Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.
Read more...Advisers fear large product providers going direct
- Monday, 26 June 2017
- Articles
Financial adviser delegates have identified the biggest threats to their businesses as being large product providers going direct to clients and robo advice.
Read more...5 ways advisers can stop cyber crime ruining their firm
- Friday, 19 May 2017
- Articles
Following the recent co-ordinated mass cyber attack using ransomware that caused havoc in many organisations, particularly parts of the NHS, what can financial advisers do to minimise the risk of falling prey to scammers and cyber criminals?
Read more...