Author: Ian McKenna

Ian McKenna: Nothing happens in August, does it? Fintech proves the exception

Posted by Ian McKenna | Sep 4, 2019 | System Review |

i4C to Intelliflo Intelligent Office has had its own set of planning tools for many years but...

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What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

Posted by Ian McKenna | Jun 18, 2019 | Events, intelliflo, Intelliflo Connect, Investment, System Review, Wealth Practice Management Systems |

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In | West 2018: Ian McKenna

Posted by Ian McKenna | Dec 11, 2018 | Events, In | Vest |

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In | Vest West 2018: Why Personal Capital’s Hybrid Advice Model Succeeds

Posted by Ian McKenna | Dec 7, 2018 | Events, In | Vest |

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In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM

Posted by Ian McKenna | Dec 7, 2018 | Events, Finovate |

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