Intelliflo adds Open Banking to Financial Planning portal
- Wednesday, 23 September 2020
- Articles
Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.
Read more...Fairstone client numbers rise to nearly 70,000
- Wednesday, 23 September 2020
- Articles
Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Read more...Advisers missing face-to-face contact with clients - research
- Wednesday, 24 June 2020
- Articles
More than half (51%) of financial advisers say working remotely with clients has been their biggest personal challenge in adapting to the Coronavirus pandemic.
Read more...Client numbers rise 22% at AJ Bell
- Thursday, 23 April 2020
- Articles
Platform and SIPP provider AJ Bell has reported client numbers up 22% to 262,179 over the past 12 months.
Read more...