With a finite number of financial advisers, how can advice firms deliver cost-effective, consistent, personalised advice to more people and remain profitable? Nick Eatock has the answer.
Intelliflo has announced its launch of a new platform integration system designed to seamlessly address all advisers’ practice management software and platform needs.
Although we’re five years on from the launch of Open Banking, it feels like we’ve only just started to fulfil the potential of sharing data across financial services, writes Nick Eatock