IntelliFlo

Nick Eatock: Why advisers shouldn't discount technology for older clients

Your Business

Nick Eatock: Why advisers shouldn't discount technology for older clients

Silver surfers

clock 10 November 2021 • 4 min read
Is cashflow modelling a necessity for adviser firms?

Your Business

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

clock 05 October 2021 • 5 min read
Nick Eatock: Supporting clients and staying connected in the new normal

Your profession

Nick Eatock: Supporting clients and staying connected in the new normal

Concerns remain after Freedom Day

clock 20 July 2021 • 4 min read
Nick Eatock: The power of deep integrations

Technology

Nick Eatock: The power of deep integrations

One-stop shop

clock 02 June 2021 • 3 min read
Nick Eatock: Using data to drive client engagement

Technology

Nick Eatock: Using data to drive client engagement

Capturing data pays business dividends

clock 28 April 2021 • 3 min read
Digital engagement shot up during the pandemic - intelliflo's Nick Eatock

Your profession

Digital engagement shot up during the pandemic - intelliflo's Nick Eatock

PA Awards 2021 nominee

clock 12 April 2021 •
intelliflo pulls together Invesco's advice tech all under one roof

Your profession

intelliflo pulls together Invesco's advice tech all under one roof

To help advisers deliver better advice

clock 01 March 2021 •
Third of advisers offer cashflow modelling to all clients - Intelliflo and i4C data

Your profession

Third of advisers offer cashflow modelling to all clients - Intelliflo and i4C data

But 67% realise its potential

clock 05 January 2021 •
Nick Eatock: Managing client 'digital fatigue' during lockdown

Technology

Nick Eatock: Managing client 'digital fatigue' during lockdown

'Omnichannel' engagement

clock 25 November 2020 •
Canada Life expands drawdown platform with 430 additional funds

Retirement

Canada Life expands drawdown platform with 430 additional funds

Broadens ESG choices

clock 06 October 2020 •
Most read
01

FCA removes all permissions from IFA firm after adviser convicted for child grooming

26 November 2021 • 2 min read
02

Uniq to adopt four-day working week from 2022

23 November 2021 • 1 min read
03

Luke Norman: Going back to school to close the financial education gap

24 November 2021 • 3 min read
04

Fiona Tait: Death benefits - expressing the client's wishes

26 November 2021 • 4 min read
05

Third purchase in two weeks: Kingswood acquires North Yorkshire firm for £16m

23 November 2021 • 2 min read