Intelliflo
Client endorsements biggest opportunity for advisers in 2020
As word of mouth remains top business boost going into the new year, Intelliflo says
PEOPLE MOVES: Intelliflo, Lombard International, HSBC
Former CEO returns to top job at technology provider and insurer names Swiss director
Should decumulation keep IFAs and clients up at night?
Pension freedom flexibilities ‘present risks which need to be navigated’
Removing the back-office burden for advisers
It can reduce data errors and free up time – but only if done properly
PEOPLE MOVES: Zurich, Openwork, Intelliflo
Swiss insurance giant bolsters its Middle East operation, as IFA network makes double hire