Author: Ian McKenna

Helping advisers prepare their businesses for the future and catching up on our analysis from last week

Posted by Ian McKenna | Sep 10, 2021 | Weekly Roundups |

This week was a great week for industry discussions on innovation. The Personal Finance Society...

Posted by Ian McKenna | Sep 3, 2021 | Weekly Roundups |

On Wednesday Adam Flowers insight looked at a very different risk profiling system and wealth...

Posted by Ian McKenna | Aug 26, 2021 | Weekly Roundups |

Another busy week across our various websites, starting with AdviserSoftware.com where on Monday...

Posted by Ian McKenna | Aug 20, 2021 | Weekly Roundups |

In what was generally a quiet week for news, certainly in our industry, one story really caught my...

Posted by Ian McKenna | Aug 13, 2021 | Weekly Roundups |

This week Adam Flowers has examined two relatively new propositions PortfolioMetrix looking at the...

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