By Miles Reucroft • 05-Jun-2017 09:43:56 • Cyber Security

Cyber security is a growing concern for all firms across all industries at the moment, but financial services is the most targeted industry by cyber criminals. What does this mean for financial advice firms, and how can you keep your data and your clients safe?

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By Miles Reucroft • 16-May-2017 11:08:48

You can earn CPD minutes while you watch this video on cyber security from Asset TV. Presented by Jenny Hammond, the video features panelists Stephen Bailey, Executive Principle Consultant at NCC Group and Rob Walton, Chief Operating Officer at Intelliflo.

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By Miles Reucroft • 19-Apr-2017 09:50:08

When we sent out an email to all of our clients recently concerning MiFID II compliance, we received a number of responses. Many were keen to learn more about functionality that they can add to their practice management system in order to help with compliance. Some, however, were keen to point out that, since MiFID II is a European Union (EU) directive, that it will not be applicable to UK firms, owing to the UK’s democratic decision to leave the EU.

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By Miles Reucroft • 05-Apr-2017 14:38:58

The Financial Conduct Authority (FCA) recently released an update to its interpretation of MiFID II ahead of full implementation on 3 January 2018. In the financial advice space, the area that has caused most discussion surrounded the requirement to record all client conversations.

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The placement

I spent my third year of University working for Intelliflo in their finance, marketing and customer support teams. My placement year was designed so that it had a rotation element, giving me a chance to experience multiple areas of the business and the opportunity to develop a more rounded skill base, which wouldn’t have been possible by remaining in one area.

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By Dan Moody • 14-Mar-2017 11:04:45 • Social media

As someone who has worked in the UK financial services industry for some time, I’ve often wondered how social media is utilised by UK financial advisory firms and how ‘social’ users actually are.

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By Miles Reucroft • 21-Feb-2017 10:44:24

If you’re reading this, chances are that you already have your foot in the door of a financial career. In fact, statistics by APFA show that there are now over 23,800 staff working for financial adviser firms in the UK.

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It’s not every day that you get the opportunity to give everyone in the firm a pat on the back for a job well done, so it’s important to take the opportunities when they come along.

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By Miles Reucroft • 06-Feb-2017 15:50:24

The decision by the FCA to consider incorporating the recording of advice calls with clients within its implementation of MiFID II has caused a lot of debate within the advice industry.

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