IntelliFlo

Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.

There has never been a better time to be in financial advice, but IFAs who fail to embrace technology will lose out to more tech-savvy firms who better serve pensions freedom clients, experts have said.

Most people would want to save at least £100,000 into a pension before seeking regulated financial advice on their options, but many plan to self-manage their pots, according to research.

Eight product launches, tweaks and updates advisers should know about

Trail commission is still important to the income of almost all advisers, according to research by software provider Intelliflo, despite the looming deadline that will see the payment method switched off for many of their clients.

Intelliflo has added FE Analytics to its Intelligent Office business management system.

Technology provider Intelliflo has unveiled a new chief executive as current incumbent and company founder Nick Eatock becomes executive chairman.

Cofunds has entered into a two-way integration with Intellifo which will allow trading on the platform to be triggered from within Intelliflo's Intelligent Office software.

Private equity investor HgCapital has become a majority shareholder in software provider IntelliFlo after making an undisclosed investment through its Mercury fund.

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