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IntelliFlo

Regulation

GDPR and financial advice: Breach reporting

Ramifications for advice firms

clock 15 November 2017 • 6 min read

Regulation

GDPR and financial advice: Accountability and governance

Ramifications for advice firms

clock 08 November 2017 • 12 min read

Regulation

GDPR and financial advice: Access and portability

Ramifications for advice firms

clock 01 November 2017 • 7 min read

Regulation

GDPR and financial advice: Data subject consent

Ramifications for advice firms

clock 25 October 2017 • 5 min read

Regulation

GDPR and financial advice: Data accuracy

Ramifications for advice firms

clock 18 October 2017 • 10 min read

Regulation

GDPR and financial advice: The right of erasure

Ramifications for advice firms

clock 11 October 2017 • 9 min read

Regulation

Intelliflo forms working group to address challenges of GDPR

GDPR in force May 2018

clock 26 September 2017 • 2 min read

Your profession

LinkedIn still most popular social media platform for advisers

Twitter comes second

clock 04 September 2017 • 3 min read

Companies

Canada Life and Intelliflo partner on real-time intl bond valuation

Offers 24-hour access

clock 31 July 2017 • 2 min read

People

Meet the Adviser Champions: Intelliflo's Nick Eatock

Our video series continues

clock 13 July 2017 • 1 min read
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