Intelliflo has integrated iPipeline's SolutionBuilder into its Intelligent Office (iO) system to help advisers "rapidly model and shape" protection solutions.
SolutionBuilder is a research, quote and apply portal that aims to enable advisers to "streamline" the process of finding the right protection products for clients. It uses pre-populated data, as well...
Among other initiatives
Protection market overview
'Rely on plan B'
Like many others, Kerry Nelson has been making the argument that the industry needs to advise and instigate more protection for more than a decade. Here, she explains why more advisers should get involved in the protection game...
CFP Nathan Bater speaks to PA
It's The Pro Adviser Podcast
Morningstar sees 'building investor interest' in ESG space in January data
Don't rule anything out
Cautious, Moderately Aggressive and Aggressive portfolios