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.

Ian McKenna

Ian McKenna: A fresh approach when mining for goals

New research into the behavioural aspects of saving will help clients identify and articulate goals more clearly Few things are more important to a financial planner than understanding a client’s objectives, and this is an area Morningstar has been doing a lot of valuable work in lately. At recent events in London and Chicago, its […]

Ian McKenna

Ian McKenna: £1 model portfolio throws down the gauntlet to industry

At Intelliflo’s Change the Game conference this morning the company announced a range of initiatives that will have far-reaching positive impacts across industry processes, practices and pricing. Intelliflo founder and chair Nick Eatock started by giving an update on the eAdvisers index the firm launched at last year’s event. This measures how successful firms are […]

Ian McKenna
2

Ian McKenna: Let technology work hard for your firm

The key areas of focus for advisers looking to make the best use of tech in their business This week I’d like to discuss the key takeaways from an event we recently held with the Personal Finance Society. Empowering Advice Through Technology was a pay-to-attend workshop for advisers who want to enhance the use of […]

Ian McKenna

Ian McKenna: The tech provider shaking up the protection space

In the seven years since technology provider iPipeline acquired the Assureweb business, the company has made huge advances in what is offered to advisers via its portal, as well as a number of other significant acquisitions. In January last year, it bought TCP Life Systems, the company that now provides the life insurance administration for […]

Ian McKenna

Ian McKenna: AI – use it or lose to it

AI is already changing lives daily and advice firms need to work out how to use it for their benefit as a matter of urgency This week, I want to look at some of the ways artificial intelligence is really starting to become part of the world around us and how it can be expected […]