Author: Ian McKenna

Get the biggest discount on the must-see event that can transform your advice business

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

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...

Posted by Ian McKenna | Mar 18, 2022 | Weekly Roundups |

Our focus at the beginning of the week on Advisersoftware.com was Wealth Practice Management...

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