58% of advisers struggling to add new clients
- Wednesday, 25 November 2020
- Articles
A major survey of financial advisers has revealed that nearly six out of 10 report that acquiring new clients has been “significantly harder” during the pandemic.
Read more...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.
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