Tag: financial planning software

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JOIN THE DEBATE During our February AdviceTech Forum we will be discussing, ‘Data...

Posted by Ian McKenna | Jan 14, 2022 | Weekly Roundups |

I am going to begin my summary of the week by highlighting our January Advice Tech Forum. This...

Posted by Ian McKenna | Jan 7, 2022 | Weekly Roundups |

The turn of a year is a great time to look back and review what has gone on in the previous twelve...

Posted by Ian McKenna | Dec 10, 2021 | Weekly Roundups |

I’m going to start my summary this week by pointing out that today is the last day to get the...

Posted by Ian McKenna | Oct 29, 2021 | Weekly Roundups |

First this week I want to highlight our next Investment Forum on Tuesday 23rd November at 11am. ...

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