Tag: financial planning

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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...

Discover the latest technology shaping the advice industry. Our AdviceTech Hub provides insights...

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...

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