Why the smart money in Fintech is now going into WealthTech… Posted by Jessie Leworthy | Jun 3, 2025 | Events, Research & Whitepapers | 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. Read More
Are you an adviser who wants to put technology at the heart of their business? This week on AdviserSoftware.com 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... Read More