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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By Miles Reucroft • 14-Dec-2016 11:20:59

David Tiller, head of adviser and wealth manager propositions at Standard Life writes about the positive power of user feedback shaping the decision to maintain and invest in Elevate and Wrap, as distinct platform propostions.

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By Jo Gilbey • 06-Dec-2016 14:33:43 • Financial adviser software/ Tech/ Robo advice

Nick Eatock, executive chairman at Intelliflo, was recently interviewed by Asset TV on the subject of automated, or robo, advice. The full version of the video is worth 36 CPD minutes and we have a highlight reel of the interview below:

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By Miles Reucroft • 14-Nov-2016 09:36:42

On Thursday 24 November, four Intelliflo team members are going to brave a cold night outdoors in an effort to raise money for the homeless charity, Centrepoint – a noble cause to justify facing the harsh reality of a winter’s night on the streets of central London that befalls so many every day.

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I think it’s fair to say that adopting new technology is regarded as a necessary evil for some advisers, particularly now when many find themselves swamped with work. 

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By Omar Khalil • 04-Nov-2016 12:01:21

 

I graduated from Kingston University with a degree in economics. I’ve always enjoyed learning. That being said, it was never about anything particular. One day it would be about making origami, the next it would be about Greek Mythology. The next it would be about the practicality of time travel (recent studies indicated it is sadly not). I got to the end of my degree not really knowing what I wanted to do.

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By Jo Gilbey • 21-Oct-2016 11:40:39 • API

Whether your business was “born on the web” or has been around for 100 years, you’re living in the age of cloud, analytics, mobile, and social computing where omnichannel has become table stakes. To differentiate yourself from your competitors, you have to give customers an immediately engaging experience. To deliver that experience, you need freedom to experiment and innovate. Seize the opportunity and try early, learn fast, and scale easily. Claus T. Jensen, author of APIs for Dummies, IBM.

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By Marija Dinevska • 20-Oct-2016 09:58:55

I joined Intelliflo after completing my MBA studies in general management at the University of Sheffield in 2015.

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By Robert Walton • 07-Oct-2016 15:51:15 • Call Recording/ MiFID II/ Compliance

I was interested to read a recent article about advisers challenging MiFID II plans to record client calls (Money Marketing 6 Oct 2016). It’s clear the suggestion that all advisers should have to record calls is seen as costly and burdensome, particularly for small firms. However, there are solutions available that solve the issue which won’t break the bank.

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