Intelliflo
Brooks Macdonald joins forces with Intelliflo
To bolster its advice tech offering
Best Practice | 30 Nov 22
‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
Intelliflo rolls out cashflow planning tool
In a bid to make it ‘quicker and easier for advisers to build, adapt and stress-test clients’ plans’
Single people three times less likely to seek financial advice
There are ‘millions of people not getting the help they need with their personal finances’
PEOPLE MOVES: HSBC, Candriam, Intelliflo
Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution