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|Showing 1 - 6 of 6 results for "Intelliflo"|
|... building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated that there is always a need for face to face relationship building. ...|
|... over the horizon, there is emerging competition from integrated applications like Salesforce-based Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst Ian Webster said. "Now more than ...|
|A former MLC advice executive has joined fintech Intelliflo to lead the Australian business in a newly created role. Intelliflo will welcome Geoff Rogers to expand the firm's presence in the local wealth management market on June 14. Rogers has been ...|
|... industry is tipped to grow to that of the UK market, evidenced by technology adoption throughout COVID-19, according to Intelliflo. The UK-based financial advice technology provider referred to various reforms in the UK, such as the 2012 Retail Distribution ...|
|Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...|
|... new platform or software solution," he said. The continued shift to self-licensing is opening doors to new players - Intelliflo, Advice Intelligence, IRESS and Temenos and Swiss-based Avaloq are among them, he said. Frustrated advisers will soon have ...|
T. Rowe Price launched a high-conviction global impact equity fund that is certified by the Responsible Investment Association of Australasia.
GAM Investments has added to its distribution team with a new hire for its wholesale business in Australia.
Wages growth remains subdued ahead of this week's quarterly Consumer Price Index release, despite a tight labour market.
Demand for residential property is expected to cool down this year despite the number of auction figures recorded in the final quarter of 2021.
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