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Walker Crips chooses Intelliflo
Walker Crips Group plc has chosen Kingston-based Intelliflo’s Intelligent Office business management system to power its back, middle…
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The role of the practice manager in financial planning – Tracey Underwood, PACE Solutions
Is your financial planning business running as efficiently and effectively as possible? Is your work/life balance a thing…
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UnderwriteMe’s Protection Platform transforming the mortgage process
One in six sales of UK protection insurance by financial advisers, price comparison websites and mortgage brokers are…
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Octopus sets out to disrupt the platform market
Octopus Group, the London headquartered financial services and energy firm, has agreed a deal to acquire Seccl Technology…
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ESG Supplement | IFA | Aug 2019
Sustainable Investing has been one of the hottest topics in this summer’s editions of IFA Magazine. The inescapable…
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Antler strengthens global leadership team with two significant appointments
Edward Knight, former Goldman Sachs Partner, and Annette Wilson, leader in the European growth and venture capital industry,…
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Octopus sets out to disrupt the platform market
Octopus Group, the London headquartered financial services and energy firm, has agreed a deal to acquire Seccl Technology…
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NS&I’s new online service for advice firms
After two years in the making, NS&I’s new online portal has been greeted warmly by the adviser community. …
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GP Bullhound advises INSITUM on its sale to Accenture Interactive
INSITUM is the leading service design and strategic research firm in Latin America focused on innovation through a…
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Are you making the most of technology in your financial planning business? Michelle Hoskin of Standards International
This article is part of our special focus on the use of technology in financial planning In this…
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