Financial advisers who adopt and embrace technology have, on average, 127 more clients than those who do not, Intelliflo executive chairman Nick Eatock told delegates at today's PA360 North adviser conference.
The back-office provider boss said that, having surveyed some 2,000 firms in the sector that use Intelliflo software, those who adopt the most technology enjoy more efficiencies and more time to do other...
Increasing in lockdown
'No need to be an expert'
Re-platforming went well
Reducing amount of financial advice
Link Fund Solutions (LFS) has agreed to sell "a significant portion" of the stricken LF Equity Income fund's holdings to US firm Acacia Research Corporation for up to £223.9m.
Legal claims for compensation are being considered against the Woodford Equity Income fund's (WEIF) authorised corporate director (ACD) Link Fund Solutions, which is accused of early-stage failures in the fund's collapse, a failure to act in the best...
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