EPISODE · May 12, 2022 · 36 MIN
S3:E8 Find out about the new technological advances in the financial planning profession
from Your Financial Planning Maestro · host Jacqueline Lockie
In this week's episode we talk to Ian McKenna, Director of the Financial Technology Research Centre about all things technology in the financial planning profession. Find out what new tools are coming on to the market and where you can achieve more efficiencies in your business. We also talk about how the FCA is changing the face of tech and what are the likely changes on the horizon for advisers in our profession. This episode is packed with up-to-date information to help keep your business running smoothly. Ian's bio: Ian McKenna is an industry veteran with a long history of providing added value services to advisers. Having started his career with an insurer he quickly moved to being an adviser by the age of 18 and set up his first advice firm at the age of 22. Having been involved with a number of advice firms throughout the 80s and 90s in 1995 he founded Finance Technology Research Centre (FTRC) nearly two decades before "FinTech" became part of the industry lexicon. He has been columnist with various trade publication since the late 80s and continues to write for Money Marketing and Corporate Adviser. Over the past decade Ian has focused on the evolution of technology, spending time in the US and other countries to understand the advances being achieved in digital financial advice around the world. More recently Ian has launched a range of technical information services for advisers including Benefits Guru, AdviserSoftware.com and Protection Guru. Links to the event we talk about in this episode: Empowering Advice Through Technology event on 26th May www.advisersoftware.com/eatt-2022 for details of the event, the agenda and how to register to attend.
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S3:E8 Find out about the new technological advances in the financial planning profession
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