Intelliflo - Online adviser software

Intelliflo white papers and research

A selection of white papers and research papers providing insights into the key issues facing the financial advice sector

Surviving ransomware white paper

July 2017

Don't be held to ransom....

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.

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September 2017

Social media survey for financial advisers  infographic

Social media survey

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.

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June 2017

10 top tips to secure your business against cyber attack

10 top tips to secure your business

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.

 

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June 2017

Phishing attacks - how to protect yourself

Phishing attacks - how to protect yourself

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.

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May 2017

Mitigating cyber risk in the financial services sector

Mitigating cyber risk in the financial services sector

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.

 

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December 2016

Growing your financial advice business

Growing your financial advice business

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.

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September 2016

Social media guide for advisory firms

Social media strategy for ifas

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.

 

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February 2016

FAMR: Feast or famine for IFAs

FAMR: Feast or famine for IFAs

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.

 

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February 2016

FAMR: Feast or famine for new IFAs

FAMR: Feast or famine for new IFAs - infographic

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.

 

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January 2016

10 top tips for new financial advisers

10 top tips for new financial advisers

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.

 

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December 2015

Switched
on

Switched on

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.

 

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October 2015

Acquiring an advisory business - getting it right

Mortgage Market Review white paper

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.

 

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July 2015

ROI
whitepaper

ROI white paper

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.

 

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April 2015

Pension freedoms infographic

Pensio freedoms infographic

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.

 

Click here to view

January 2015

eValue - Big changes, Big challenges

eValue - Big changes, Big challenges

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.

 

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January 2015

Technology: The beating heart of a successful firm

Technology: The beating heart of a successful firm

Technology is being embraced by a diverse range of companies globally. Financial advisers, too, are using technology to spur future growth.

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September 2014

Selling your business - Top 10 tips for getting it right

Selling your business - Top 10 tips for getting it right

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.

 

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September 2014

Reinventing
profit

Reinventing profit

RDR has seen fundamental changes within the finacial advice industry. How can technology increase your income through producitivity?

 

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May 2014

The X factor and why you need it

The X factor and why you need it

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.

 

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May 2014

RDR Survival
Stories

RDR Survival Stories

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.

 

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April 2014

5 things that keep advisers awake at night

5 things that keep advisers awake at night

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.

 

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