All Articles tagged with 'Nick Eatock'

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Australian advisers embrace AI, but governance lags as firms battle capacity constraints

From intelliflo

More than four in five Australian financial advice firms are now using artificial intelligence (AI), yet fewer than half have formal policies governing its use, according to new research from

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21 Oct 2026

Carlyle to acquire intelliflo from Invesco

From Invesco Australia

Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm has announced an agreement for Carlyle to acquire intelliflo from Invesco. intelliflo is a

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27 Aug 2025

intelliflo launches fee consent screen to reduce adviser admin, reinforce its agile approach to DBFO reforms

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has released a dedicated fee consent screen to give advisers enhanced oversight and fee tracking abilities, while further showcasing its commitment to

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28 May 2025

Advice, evolved: intelliflo whitepaper reveals the themes set to transform financial advice

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has today released Advice, evolved: A new era in Australian financial advice, a whitepaper detailing the major themes that will characterise the next five years of advice. With only one-in-10 Australians currently

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14 Feb 2025

intelliflo delivers 138 customer-driven product enhancements to improve adviser efficiency, advice experience

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has delivered 138 updates through its Customer-Inspired Change Program in the past year, highlighting intelliflo’s commitment to shaping its technology in line

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16 Dec 2024

intelliflo included in world’s most innovative WealthTech companies

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has been named as a global leader in tech innovation by Fintech Global’s WealthTech100, an annual ranking of the world’s most innovative WealthTech

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08 Apr 2024

intelliflo undertakes full-scale expansion as advisers seek tech to close advice gap

From intelliflo

intelliflo, the leading cloud-based technology platform for financial advisers that supports over 30,000 advisers worldwide with over three million end-investors and over $1 trillion advised across its platforms, today announced

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09 Mar 2023

Centrepoint Alliance and Intelliflo form agreement to establish new era of advice tech for Australia

From Centrepoint Alliance

Centrepoint Alliance, a leading provider of advice and business services to financial advice firms throughout Australia, has announced its first-mover agreement with Intelliflo, the UK’s market leader for financial advice

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09 Feb 2021

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]