Advisers: Self-select websites are biggest threat to us
- Wednesday, 17 June 2015
- Articles
Financial advisers have said that self-select websites and direct investment platforms are the biggest threats to their businesses. Read more...
Social media: Firm aims to prevent advisers incurring FCA wrath
- Tuesday, 17 March 2015
- Articles
A technology company is aiming to help prevent Financial Planners from flouting social media rules and landing themselves in hot water with the FCA. Read more...
Intelliflo founder hands over chief executive role
- Wednesday, 19 November 2014
- Articles
Intelliflo has announced it has appointed a new chief executive.
Read more...Advisers failing to monitor employees' social media usage
- Wednesday, 08 October 2014
- Articles
Three in five (58%) UK advisers are actively using social media but just a quarter (25%) have policies for how employees should use it, according to a new survey.
Read more...