Intelliflo has been acquired by global investment firm Carlyle for $200 million, stating it wants to accelerate the software firm’s ...
Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding ...
Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as ...
As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and ...
Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, ...
Intelliflo chief executive, Nick Eatock, has discussed the firm’s official launch into the Australian market and why his experience in ...
The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing ...
Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness.
The UK's Retail Distribution Review took place almost a decade ago, what has the industry learnt since?
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
