Platforms
Best Practice | 23 Sep 20
Intelliflo rolls out open banking for advisers
It will give them a ‘more realistic understanding’ of their clients’ financial situation
Pension provider unveils Sipp platform
UK and non-UK resident clients will be able to ‘consolidate their pensions online’
Advisers struggle to keep up with digital expectations
Swift acceleration to technological solutions needed to stay relevant in the market
Wealth tech giant claps back after regulator halts merger
Contradictory statements highlight fragmented M&A deal
Retail investors have been ‘resilient’ during pandemic
But financial advisers still critical to help clients navigate the next few months