Intelliflo
Best Practice | 23 Sep 20
Intelliflo rolls out open banking for advisers
It will give them a ‘more realistic understanding’ of their clients’ financial situation
Is paying office rent a thing of the past for advice firms?
Working from home will save companies a lot of money that could be deployed elsewhere
PEOPLE MOVES: Abacus, Guernsey Finance, Tilney
Double promotion at UAE investment solutions firm, as promotional body names CEO replacement
PEOPLE MOVES: Julius Baer International, Arlo Wealth, Intelliflo
Swiss firm names head of UK investment advisory, while asset manager hires private wealth director
Client endorsements biggest opportunity for advisers in 2020
As word of mouth remains top business boost going into the new year, Intelliflo says