LinkedIn remains the top choice of social media platform for advisers to promote their businesses but Facebook has gained the biggest increase overall, according to Intelliflo’s annual social media survey.
By Miles Reucroft • Jul 18, 2019 9:45:20 AM
LinkedIn remains the top choice of social media platform for advisers to promote their businesses but Facebook has gained the biggest increase overall, according to Intelliflo’s annual social media survey.
By Miles Reucroft • May 28, 2019 9:39:46 AM • GDPR
It’s one year since the General Data Protection Regulation (GDPR) was introduced (25 May 2018) and, according to a new survey by Intelliflo, its introduction impacted the daily business of nine out of 10 firms but just one in five say it had a major impact.
By Miles Reucroft • Apr 11, 2019 9:46:00 AM • SM&CR
Most advisers are aware of the Senior Management and Certification Regime (SM&CR) that comes into force in December 2019 and almost two thirds (62%) of advisers are well on the way to being compliant according to a survey of 325 users of Intelliflo’s Intelligent Office (iO) in March 2019.
By Miles Reucroft • Feb 15, 2019 1:48:28 PM
Tenet Group has signed an initial five year contract with Intelliflo for the provision of Intelligent Office to its network of over 1,300 investment and mortgage advisers.
By Miles Reucroft • Jan 2, 2019 9:36:00 AM • Intelligent Office
A survey of 200 users of Intelliflo’s Intelligent Office during December 2018 highlights advisers are optimistic that 2019 will see them increase business and recruit more staff.
By Miles Reucroft • Oct 23, 2018 11:43:33 AM
Intelliflo is celebrating reaching 50 live apps in its iO Store with the addition of cashflow modelling fintech start-up, i4C.
By Miles Reucroft • Jul 25, 2018 11:58:43 AM
Advisers are using social media as their main marketing tool, with twice as many using it compared to traditional routes, such as sponsorship of local sports teams and client events.
By Miles Reucroft • Jun 19, 2018 4:04:10 PM
Cashflow modelling fintech start-up i4C has entered into a landmark strategic partnership with Intelliflo.
By Miles Reucroft • Jun 6, 2018 8:02:03 AM • Invesco
Bringing together Intelliflo’s market-leading technology and Invesco’s broad investment management expertise to deliver unrivalled support for UK financial advisers.
By Miles Reucroft • Apr 11, 2018 10:23:00 AM
With just weeks to go until the 25 May deadline, advisers still have work to do to ensure they meet the demands of the new General Data Protection Regulation (GDPR), finds Intelliflo.
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