Behavioural finance app added to Intelliflo suite
- Friday, 28 June 2024
- Articles
![Intelliflo CEO Nick Eatock](/media/k2/items/cache/745f948a440eaae66259bd26b8bf7447_Generic.jpg)
A behavioural finance app is coming to the Intelliflo office suite, designed to gauge and evidence clients’ suitability.
Read more...Planners must improve retirement income assessments
- Tuesday, 28 November 2023
- Articles
![Older couple with adviser](/media/k2/items/cache/67d975eb142f40375e11676f15f0ae4c_Generic.jpg)
Financial Planners and advisers need to improve their approach to retirement income suitability assessments by considering clients' financial personality, such as whether they are spenders or savers.
Read more...Wealth manager M&A soars to £137bn in 2022
- Friday, 28 April 2023
- Articles
![Oxford Risk website](/media/k2/items/cache/05c40349bb563c78eea60140af45a749_Generic.jpg)
Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).
Read more...Young clients let down by advisers over ESG – report
- Tuesday, 23 August 2022
- Articles
![6 in 10 investors under the age of 35 said they would invest more if their wealth manager thought more about their ESG preferences](/media/k2/items/cache/f1079cec8f0c7ace5ecce85fdc63c140_Generic.jpg)
Over half (59%) of investors under the age of 35 who use a wealth manager would invest more if their money was weighted to responsible investing, according to a new report.
Read more...