Nick Eatock, CEO of intelliflo, explores 2026 holds for the advice profession, including reflections on key lessons from 2025, the ongoing impact of Consumer Duty, expectations for technology adoption ...

Carlyle-backed wealth technology platform Intelliflo could eye deals for rivals or other businesses after landing a private equity buyout over the summer. Private Equity News’s sister title Financial ...

Faybl is an end-to-end digital tool specifically designed for financial advisers and wealth managers, utilising AI to assist wealth professionals with client meeting preparation, fact-finding, data ...

Intelliflo has been acquired by global investment firm Carlyle for $200 million. The software firm was first acquired by asset manager Invesco in June 2018 but it has now been announced it will sell ...

Investing.com -- Global investment firm Carlyle has reached an agreement to acquire intelliflo from Invesco, according to an announcement made Tuesday. intelliflo is a market leading provider of cloud ...

Global investment firm Carlyle (NASDAQ:CG) has agreed to acquire Intelliflo, a UK-based provider of cloud-based practice management software for independent financial advisors (IFAs), from Invesco ...

ATLANTA and LONDON, Aug. 26, 2025 /PRNewswire/ -- Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle ...

(RTTNews) - Carlyle (CG) and Invesco (IVZ) announced an agreement for Carlyle to acquire intelliflo from Invesco. Intelliflo is a provider of cloud-based practice management software for independent ...

Carlyle Group Inc. has agreed to acquire Invesco Ltd.-backed software maker intelliflo for as much as $200 million. The purchase price is comprised of $135 million at the closing of the deal and as ...