Intelliflo adds Open Banking to Financial Planning portal

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


Fairstone client numbers rise to nearly 70,000

Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.


Advisers missing face-to-face contact with clients - research

More than half (51%) of financial advisers say working remotely with clients has been their biggest personal challenge in adapting to the Coronavirus pandemic.


Client numbers rise 22% at AJ Bell

Platform and SIPP provider AJ Bell has reported client numbers up 22% to 262,179 over the past 12 months.

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