intelliflo, the global cloud-based technology solution for financial advisers, has released three new business intelligence dashboards into live beta with customers to further enhance data and performance oversight at a time... Read more continue reading
15
May
2025
intelliflo, the global cloud-based technology solution for financial advisers, has today announced a new integration with Paradino, empowering intelliflo office users to seamlessly synchronise AI-generated file notes to improve both efficiency and the client... Read more continue reading
07
Mar
2025
intelliflo, the global cloud-based technology solution for financial advisers, has released trust modelling capabilities within its intelliflo office software as its latest localised enhancement for Australian customers. The comprehensive update allows advisers to... Read more continue reading
05
Feb
2025
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CPD: Australian bank hybrids – navigating the transition to alternative income sourcesKey takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunityFor advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate adviceInappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisersIntroduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropyPhilanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]