Carlyle Backs Intelliflo with $200m – What the Deal Means for Their Customers, AdviceTech and anyone else involved with Financial Advice
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Tag: Ian McKenna
Why the smart money in Fintech is now going into WealthTech…
In this compelling session, Ian McKenna explores the rapidly evolving landscape of financial advice, examining how fintech is reshaping the industry and tackling the advice gap.
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Ian McKenna – Why Knowledge no longer = power
BACK TO CONFERENCE SESSIONS What is EATT? This VIDEO content is restricted Financial advisers...
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EVPro and a chance to tell us what you think of your Cashflow planning software
This week on AdviserSoftware.com, the team are featuring the latest from EVPro’s tool set. Their...
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Why don’t platforms, asset managers and insurers understand how advisers want to use data with their clients?
Is it time to take a fresh look at how data is shared with advisers? Much of our week at...
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