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Ian McKenna: Financial institutions must take risk of major collapse more seriously
The operating and commercial models for many major UK financial institutions are…
Ian McKenna: The tech solutions to persistent Consumer Duty problems
Hardly a day has gone by without new research published on advisers’…
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Ian McKenna: Intelliflo answers advisers’ platform prayers
For almost as long as I can remember, advisers have had a…
Ian McKenna: The biggest question to ask before taking on AI
Chat GPT and other similar artificial intelligences (AIs) offer enormous opportunity for…
Ian McKenna: What we must take from new US crackdown on adviser data security
I recently spent a valuable four days at the T3 Technology Tools…
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Ian McKenna: Parmenion move puts dinosaur peers to shame
Obtaining regular consent from clients for rebalancing portfolios can be significantly time-consuming…
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Ian McKenna: Why does admin pain continue when the solution’s right in front of us?
Each year, the Empowering Advice Through Technology conference identifies a different key…
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Ian McKenna: Four crunch points for the advice market
As an inevitably difficult year gets well underway, I would like to…
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Ian McKenna: FCA simplified advice plans threaten UK’s global advice tech lead
Given my passionate belief technology can transform the delivery of financial advice,…
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Regulation Advisers Business Distribution Investments Mortgages Pensions Protection Regulation Technology
Ian McKenna: No one will escape Consumer Duty scrutiny
The end of October deadline for firms to have their Consumer Duty…
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Ian McKenna: US and UK advice is more similar than you think
The tools and technology needed to empower the next generation of financial…
Ian McKenna: This data protection bill is the real shake-up
This liberation of client data will be a huge benefit to advisers…
