Following on from our first Coronavirus Impact poll in April, we wanted to hear from financial advisory firms about their thoughts on returning to the office and the impact of remote working on them and their
With 82% of financial advisory firms operating a Centralised Investment Proposition, we commissioned the lang cat to help us independently look at the history and potential evolution of Central Investment Propositions.
Intelliflo co-sponsored this AKG research paper titled 'Future of Advice - Beneath & Beyond' which looks at key factors including drivers for change and the likely shape of the market.
We surveyed our customer base to ask them how the coronavirus has impacted them, to really find out what their concerns and hopes for the future are.
Following our 5th annual social media survey, our infographic takes a look at social media usage by UK financial advisers in 2019. Take a look to see their social media preferences and reasons for use.
Following our 4th annual social media survey, our infographic takes a look at social media usage by UK financial advisers in 2018. Take a look to see their social media preferences and reasons for use.
Following our 3rd annual social media survey, our infographic takes a look at social media usage by UK financial advisers in 2017. Take a look to see their social media preferences and reasons for use.
Following on from our cyber security and phishing attacks white papers, we are pleased to introduce the second of our follow up papers. Ransomware attacks are often indiscriminate and can be extremely damaging to businesses of all shapes and sizes.
Cyber security is an increasingly prevalent threat in the financial services sector, so what can financial advice firms do to protect their businesses, clients and data? Our top 10 tips look at proactive steps that you can take to protect yourself and deal with attacks.
Following on from our cyber security paper, we are pleased to introduce the first of our follow up papers. This one concentrates on phishing and what you can do in your organisation, and personal life, to identify and avoid such scams.
44% of advisers have direct experience of cyber attack – how can you identify and mitigate the risks to your business? Intelliflo has partnered with NCC Group to help financial advisers who have been victim of cyber attack and we have produced a free to download white paper, available here.
A major challenge for any business owner is how to take your business forward and how to grow it. For advisers, that takes on multifarious forms with recruitment, growing staff, growing your client base and growing your pipeline.
Social media is a diverse landscape that financial advisers can use to communicate with clients as well as reach to potential new ones. The first step is to develop a strategy, something our paper is here to help with.
The Financial Advice Market Review (FAMR) examined how financial advice coudl work better for consumers and how the 'advice gap' could be narrowed and came hot on the heels of the Retail Distribution Review, which reshaped the advice industry.
With the Financial Advice Market Review (FAMR) expected to report how the advice gap could be addressed for low to middle-income consumers, we sought the views of over 200 advisers on their hopes and fears as to what FAMR will deliver.
The financial advice gap is well documented and the UK needs more financial advisers, but how can you get started? This paper looks at the top 10 tips for burgeoning financial advisers.
This white paper aims to summarise the digital landscape to explore how financial advisers can identify and exploit opportunities that digital is creating within the advice industry.
Acquiring an adviser business can be a great way of growing your own business, but what do you need to look out for? This paper offers a check list for things to keep an eye out for and to consider.
Hobson & Company have produced ROI statistics on the benefits of using a practice management system in your business. There are substantial savings to be realised for financial advice firms.
Financial advisers expect a big business boost from the new pension freedoms. Our infographic takes a closer look at exactly what is expected and what the freedoms will deliver in real terms.
EValue, one of Intelliflo's partners, takes a closer look at the pension reforms and what it all means for financial advisers in how they access funds and how they service their clients.
Technology is being embraced by a diverse range of companies globally. Financial advisers, too, are using technology to spur future growth.
Selling your financial advice business is a thought that crosses every business owner's mind at some point. It is is one of the toughest decisions you can make - so hbow can you get it right? Our white paper takes a closer look.
RDR has seen fundamental changes within the finacial advice industry. How can technology increase your income through producitivity?
What can your financial advice business do to attract new clients? Reinvention is a crucial part of succeeding in any business and the opportunities have been afforded to advisers with recent regulatory changes and new technologies.
What keeps financial advisers awake at night? Compliance, costs, clients... there are a number of factors. One route to a better night's sleep is technology taking the strain in your business.
How did firms adapt to RDR and how did it shape their business? Intelliflo sat down with four advice firms for an indepth look at how they adapted to RDR.
The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.