Author: Ian McKenna

What do Amazon and Apple’s consumer personal finance plays mean for advisers, platforms and asset managers?

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Your business is your most important client and there have never been more opportunities to grow...

Posted by Ian McKenna | Apr 5, 2022 | Uncategorised |

Insights from Shift 2023 March 19th-20th 2023 “The go-to industry event for financial...

Insights from: “Always on my must-attend conferences list, T3 2023 did not disappoint. Here...

Posted by Ian McKenna | Mar 25, 2022 | Weekly Roundups |

On Advisersoftware.com we started by highlighting our analysis of the new client portal from...

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