Intelliflo
Advice tech provider merges 5 firms to create global platform
It will work with 30,000 financial advisers around the world
Aussie network partners with Intelliflo
Deal ‘marks the beginning of a new era of advice tech’ for the country
Advice firms warned over their lack of digital offering
Intelliflo CEO says majority of clients will switch advisers if tech isn’t up to scratch
PEOPLE MOVES: ASI, Cazenove Capital, Intelliflo
Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence
Praemium adds Sparrows Capital MPS to platform
The 11 factor tilted model portfolios are now available to financial advisers in the UK