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INTELLIFLO
Financial planning
Intelliflo has been acquired by global investment firm Carlyle for $200 million, stating it wants to accelerate the software firm’s growth in Australia. ...
Financial planning
Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding to latest DBFO legi...
Financial planning
Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider ino...
Financial planning
As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...
Financial planning
Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...
Financial planning
Intelliflo chief executive, Nick Eatock, has discussed the firm’s official launch into the Australian market and why his experience in the UK means he is hopeful adviser ...
People & Products
The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing expansion. ...
Editorial
Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness....
Expert Analysis
The UK's Retail Distribution Review took place almost a decade ago, what has the industry learnt since?...
Financial planning
Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....
People & Products
The financial advice technology firm has appointed MLC group executive advice, Geoff Rogers, to the role who will begin in June....
Financial planning
Changes to the financial advice industry could happen at a faster rate here than in the UK, despite the synergies between the two markets. ...
Financial planning
Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...