GDPR and financial advice: Subject access requests
(Professional Adviser 10 January 2018)
In the first of a new series of articles based on the latest meeting of the Intelliﬂo GDPR Working Group on the ramifications of the GDPR for financial advice firms, Rob Walton covers subject access requests
Intelliflo upgrades ready for new data rules
(FT Adviser 29 December 2017)
European data rules will be one of Intelliflo's priorities for 2018, its executive chairman has said.
Architas appoints four to UK distribution team (published on Professional Adviser's website on
19 January 2016)
Architas has expanded its UK distribution team with four new appointments, as it prepares to develop its offering for advisers further this year.
Using technology advisers can become disruptors in their market (published on Adviser Business Review's website on 15 January 2016)
The market leading adviser firms in 3-5 years time will be running their businesses to the limit of their technology and will have fully integrated their service with their clients’ needs, IntelliFlo executive chairman Nick Eatock tells ABR editor Rob Kingsbury
Prepping for client meetings and reviews (published on Adviser Business Review's website on
15 January 2016)
We talk to advisers about the way they prepare for new client meetings and for their client reviews. Meeting with clients, both new and existing, provides advisers with the opportunity to demonstrate their value, as well as understand their client’s needs and goals. But what should these meetings entail and do advisers benefit from following a certain process?
Guide to Robo-advice (published on FT Adviser's website on 07 January 2016)
Robos are not revolutionary but are just a natural application of technology improvements and commercial opportunity – just as eBay is little more than an electronic version of a car boot sale.
Regulatory requirements for robo-advice (published on FT Adviser's website on 07 January 2016)
Regulatory requirements for digitally enabled solutions are the same as for traditionally delivered advice.