Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.

Intelliflo’s long-serving chief sales officer Wenda Field is to exit the company to pursue new challenges in a major sales reshuffle for the fintech firm.

Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.

Just over half of staff working at financial advice firms believe remote working is becoming a permanent way of doing business, according to a new survey.