Ep284: What are the key tech trends in the financial advisory space?

Blake Kannady, Chief Product Officer, Intelliflo How has the pandemic affected the financial advisory business? Intelliflo offers open software architectures to financial advisers, providing its services to more than a third of all financial advisers in the UK. The company was acquired by Invesco in 2018 but operates independently. Its solutions support around 30,000 financial professionals worldwide, representing more than 3 million end-investors, with over $1 trillion advised across ...