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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5 ways advisers can stop cyber crime ruining their firm

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?

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