Client referrals and extra staff top adviser 2020 growth plans

Client referrals and pension transfers were seen as the biggest opportunity areas by financial advisers in 2019, according to a survey by fintech Intelliflo.

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Eatock returns as Intelliflo CEO as Purdey bows out

Intelliflo has revealed that Nick Eatock has returned as chief executive following the departure of Hamish Purdey.

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Timeline integrates with Intelliflo Intelligent Office fintech

Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.

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Intelliflo fintech gets FCA nod over Open Banking

Intelliflo has been authorised by the FCA for registration as an account information service provider (AISP).

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