Author: Ian McKenna

Virtual Meetings – a guide for advisers

Posted by Ian McKenna | Mar 20, 2020 | Virtual Meetings |

Virtual meetings and screen sharing have huge potential to help advisers work with clients...

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Views from T3 2020: Morningstar Advisor Workstation 3.0

Posted by Ian McKenna | Feb 27, 2020 | Events, T3 Enterprise Conference |

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In|Vest West 2019: Financial Advice – An Industry approaching a tipping point

Posted by Ian McKenna | Dec 10, 2019 | Events, In | Vest |

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Views from T3 Enterprise Conference 2019: Advicent

Posted by Ian McKenna | Nov 7, 2019 | Events, T3 Enterprise Conference |

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Views from T3 Enterprise Conference 2019: Morningstar

Posted by Ian McKenna | Nov 6, 2019 | Events, T3 Enterprise Conference |

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