Ian McKenna

Ian McKenna is director at the Finance & Technology Research Centre founded in 1995, which focuses on technology in the financial advice market.

He describes himself as a financial technology evangelist who is passionate about how technology can help people better understand money and take better decisions.

Ian has written widely for Money Marketing on the topic on financial advice and technology.

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Ian McKenna: How tech incompetence could lose you 80 per cent of AUA

Not enough firms are building their proposition with the next generation in mind Evidence that firms can expect to lose over 80 per cent of assets under advice presents a serious reason to review operating models. Indeed, research has shown that, in the majority of cases, those inheriting wealth take the money to new advisers. […]

Ian McKenna: How short-term savings apps can help boost pensions engagement

Consumers spend far more time concerned with their day-to-day banking and budgeting than they do thinking about their long-term savings Aberdeen Standard head of retirement Gregg McClymont’s recent Money Marketing column  correctly identifies the challenge of achieving consumer engagement with pensions. A pensions dashboard solely accessible via the single guidance body is doomed to failure even before […]

Ian McKenna: Protection innovation will be a boon for advisers

American peers have been reluctant to embrace ground-breaking technology Since protection technology provider iPipeline acquired Assureweb six years ago, its services have gone from strength to strength. In particular, its research and quote tool Solution Builder has won many fans. Last month, I got a preview of the next generation technology it is building at […]