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A library of Money Marketing coverage featuring FTRC, our founder and CEO Ian McKenna, the FTRC team and our services, including Protection Guru, Benefits Guru and AdviserSoftware.com. It includes columns and articles written by the FTRC team as well as news stories quoting us. Articles open on the publisher’s website; some publishers ask readers to register or subscribe. (379 articles)

Jump to: 2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2013

2026

• Dynamic Planner launches agentic upgrade to its digital advice platform – 29 October 2026
• Ian McKenna: Dynamic Planner raises the bar in advice-tech AI race – 29 October 2026
• Fintel acquires Mortgage Brain to expand adviser technology offering – 23 October 2026
• Weekend Essay: Why I’ve learned to love AI (in moderation) – 9 October 2026
• FCA joins industry and consumer groups to boost protection take-up – 21 September 2026
• The Week in Brief – 31 Aug to 04 Sept – 4 September 2026
• Leader: Does simplified advice make financial sense for advice firms? – 2 September 2026
• iPipeline completes acquisition of Origo – 1 September 2026
• Ian McKenna: iPipeline’s Origo deal could bring real benefits – 1 September 2026
• Vanguard’s Altruist deal ‘positive move’ for adviser community – 27 August 2026
• Behind the Headlines: Will the big three platforms continue to dominate? – 14 July 2026
• The Week in Brief – 08 Jun to 12 Jun – 12 June 2026
• Ian McKenna: The next generation of changes from intelliflo – 9 June 2026
• intelliflo unveils agentic AI-powered advice platform – 9 June 2026
• Foster Denovo expands AI capabilities with Palindrome – 28 May 2026
• ‘We want to build something advisers genuinely love using,’ says Marloo co-founder – 11 May 2026
• Millions turn to AI for mortgage advice despite concerns – 11 May 2026
• Reassured debuts SAINT.AI to cut non-disclosure risk – 8 May 2026
• Leader: Has the platform industry become too obsessed with basis points? – 14 April 2026
• FCA sets out open finance vision to boost consumer choice – 14 April 2026
• Leader: Are advisers missing the micro-savings movement? – 31 March 2026
• Ian McKenna: The new AI services reshaping financial advice – 27 March 2026
• The Morning Briefing: LV= announces £100m member payout following protection sales growth – 27 March 2026
• Plannr launches new mobile app for advisers and clients – 19 March 2026
• Amanda Newman Smith: How advisers can cope with redundancy – 6 February 2026
• The Morning Briefing: Schroders joins UK business delegation to China; a short month with big ideas – 2 February 2026
• The Morning Briefing: Advisers focus on growth as capital accumulation dominates Q4 research – 30 January 2026
• Advice firms’ lack of focus on cybersecurity is ‘worrying’ – 30 January 2026
• Existing advisers ‘might only see 10%’ of £6trn Great Wealth Transfer – 29 January 2026
• The Morning Briefing: M&G warns of capital hit; AI fuels 150% jump in adviser tech research – 27 January 2026
• Advisers’ appetite for AI drives 150% surge in tech research – 27 January 2026
• Starting Out: Can virtual work experience have ‘real world’ value? – 19 January 2026

2025

• AdviserSoftware.com add advice platforms to AI comparison service – 19 December 2025
• The Morning Briefing: Pensions in 2025; Dynamic Planner goes live with Standard Life bulk valuation service – 18 December 2025
• Ian McKenna: The year AI went mainstream in advice – 17 December 2025
• NFU Mutual adopts Focus platform to modernise advice – 12 November 2025
• FE fundinfo acquires IFA tech provider Contengo – 7 November 2025
• The Week in Brief – 27 Oct to 31 Oct – 31 October 2025
• The Morning Briefing: Cirencester Friendly appoints Howe as COO; Plannr teams up with ZeroKey – 30 October 2025
• Ian McKenna: The research is wrong – AI is replacing advice roles – 29 October 2025
• AdviserSoftware.com launches AI comparison tool for advisers – 24 October 2025
• Weekend Essay: Why we need to nurture grassroots talent – 19 September 2025
• The Week in Brief – 08 Sept to 12 Sept – 12 September 2025
• Ian McKenna: AdviceTech gears up for its biggest boom – 10 September 2025
• Iress appoints ex-Bravura boss as new global CEO – 4 September 2025
• Invesco sells intelliflo to Carlyle in deal worth up to $200m – 26 August 2025
• Iress UK delivers double-digit revenue growth – 11 August 2025
• Advisers broaden tech horizons, new data shows – 31 July 2025
• The Week in Brief – 21 July to 25 July – 25 July 2025
• The Morning Briefing: Consumers show growing appetite for digital advice; 7IM cuts transfer times by 25% – 23 July 2025
• Consumers show growing appetite for digital advice, study reveals – 23 July 2025
• The Morning Briefing: Pensions and investments updates in Mansion House speech; Inflation unexpectedly jumps to 3.6% – 16 July 2025
• The Week in Brief – 07 July to 11 July – 11 July 2025
• Ian McKenna: Unlocking the £500 advice allowance – 7 July 2025
• The Morning Briefing: OAP & pensioner seen as negative terms; unlocking the £500 advice allowance – 7 July 2025
• The Morning Briefing: Shackleton adds £900m AUM with Chetwood deal; Canada Life appoints new UK CEO – 3 July 2025
• AdviserSoftware.com launches monthly adviser tech & AI guide – 3 July 2025
• The Morning Briefing: AdviserSoftware.com launches adviser tech index; Fairstone reaches 100th DBO milestone – 26 June 2025
• AdviserSoftware.com launches adviser tech index – 26 June 2025
• The Morning Briefing: Rare double for Weatherbys head of financial planning; Market volatility should be a wake-up call – 24 June 2025
• How to approach the four-day week – 23 June 2025
• Weekend Essay: Communicating the protection message closer to home – 13 June 2025
• Intelliflo launches two new solutions to help ‘drive adviser efficiencies’ – 10 June 2025
• Money Marketing Weekly Wrap-Up – 19 May to 23 May – 23 May 2025
• Advisers shift their tech preference from ‘best of breed’ to integrated systems – 22 May 2025
• Ian McKenna: When insurers pull the rug on benefits – 21 May 2025
• L&G enhances CIC and IP but drops fracture cover – 29 April 2025
• Leader: Like it or not, chatbots are here to stay – 10 April 2025
• What do changing perceptions of wealth mean for financial advice? – 9 April 2025
• Agents of change: How agentic AI could reinvent financial compliance – 8 April 2025
• The Morning Briefing: Benchmark to grow 50% faster this year; Standard Life sees rise in digital engagement – 4 April 2025
• Ian McKenna: What clients want is changing, and advisers need to keep up – 4 April 2025
• FCA protection study: hopes for positive outcomes for consumers and the industry – 24 March 2025
• The Morning Briefing: Advised platform assets surge; M&G’s 5% profit boost goal – 19 March 2025
• Leader: Are platforms and providers ready for the end to the data power struggle? – 18 March 2025
• The Morning Briefing: Abrdn rebrands back to Aberdeen; New AI framework for advisers – 4 March 2025
• AdviserSoftware.com launches global AI assessment framework – 4 March 2025
• Financial adviser 2B: Would you choose a career in advice? – 21 February 2025
• Weekend Essay: Why I’m torn over the right for cancer survivors to be forgotten – 21 February 2025
• PDG announces new sponsors for 2025 – 18 February 2025
• Cover story: Advice tech: ‘Best of breed’ versus ‘Best in show’ – 17 February 2025
• MetLife UK appoints head of individual protection – 17 February 2025
• Vitality launches Pick and Play to enhance client engagement – 12 February 2025
• SJP and Dynamic Planner to provide client-risk profiling at scale – 6 February 2025
• ‘The dinosaurs of the platform industry will go extinct’ – 31 January 2025
• Money Marketing Weekly Wrap-Up – 27 Jan to 31 Jan – 31 January 2025
• AR, VR and ER have ‘huge potential’ to transform financial advice – 30 January 2025
• Training courses launched to improve standards of protection advice – 17 January 2025
• Ian McKenna: Is 2025 the year when technology truly delivers? – 15 January 2025
• The Morning Briefing: New COO for GSB and will tech ever truly deliver? – 15 January 2025
• Is generosity the key to a successful business? – 13 January 2025
• The Morning Briefing: Kingswood appoints new CEO and balancing a positive outlook with high valuations – 10 January 2025
• Money Marketing Weekly Wrap-Up – 06 Jan to 10 Jan – 10 January 2025
• Can AI help advisers practise difficult conversations? – 8 January 2025
• Ian McKenna: Planning for new data legislation must take priority this year – 8 January 2025
• Setul Mehta launches social-media company for advisers – 7 January 2025
• The Morning Briefing: Hurst Point Group names new Hawksmoor CEO and Platform market predictions – 3 January 2025
• Protection Guru hires Coleman to lead adviser training programme – 3 January 2025
• Industry legend Ken Davy awarded OBE in King’s New Year Honours List – 2 January 2025
• Plannr and Seccl launch first phase of CRM integration
• The Morning Briefing: Platform dinosaurs will go extinct; decline in DA applications
• In Focus: Are the days of the annual review numbered?

2024

• ‘More collaboration needed’: Protection in 2024 – 18 December 2024
• Ben Goss: Technology and regulation transform the landscape in 2025 – 16 December 2024
• Advice tech firm completes MBO from Abrdn – 16 December 2024
• MMI Leeds 2024: ‘Our job is to keep clients calm’ – 11 December 2024
• The Morning Briefing: Insurers must better engage with advisers; time to shake up risk warnings – 10 December 2024
• Insurers must better engage with advisers on protection products, survey finds – 10 December 2024
• Royal London launches solution to help clients with IHT needs – 9 December 2024
• Are mobile apps the way to secure future clients? – 25 November 2024
• By order of The Peaky Gurus: The Wellesley Grove Journal – 22 November 2024
• MMI London: Regulation and technology preying on advisers’ minds – 5 November 2024
• All advice firms should have a ‘technology champion’ – 25 October 2024
• Protection Guru to host bi-monthly CDA forums – 24 October 2024
• The Morning Briefing: Advisers’ provider selection changed by value; financial education to young children. – 18 October 2024
• Weekend Essay: Maintaining old clients while bringing in the new – 18 October 2024
• Advisers’ provider selection significantly changed by value and price – 18 October 2024
• Money Marketing Weekly Wrap-Up – 14 Oct to 18 Oct – 18 October 2024
• Leader: Big providers are ditching protection. Is a shrinking market bad for competition? – 11 October 2024
• FOS and FCA should work together on simplified advice – 8 October 2024
• The Morning Briefing: FCA’s advice guidance boundary review ‘is a huge mistake’ – 4 October 2024
• Ian McKenna: FCA’s advice guidance boundary review is a huge mistake – 4 October 2024
• Adopting technology could increase costs for clients, AC Wealth CEO warns – 4 October 2024
• The Morning Briefing: New CFO for Schroders and tech tipping point – 26 September 2024
• ‘We’ve gone beyond tech tipping point,’ advice firms warned – 26 September 2024
• The Morning Briefing: Women favour savings and getting younger people involved – 25 September 2024
• How to give cyber security the priority treatment it deserves – 23 September 2024
• FE fundinfo acquires platform due diligence tool AdviserAsset – 12 September 2024
• Behind the Headlines: Is the protection market competitive enough? We’re about to find out – 29 August 2024
• Money Marketing Weekly Wrap-Up – 19 Aug to 23 Aug – 23 August 2024
• Ian McKenna: Future of advice is restricted – 20 August 2024
• The Morning Briefing: Regulated funds must prepare for EU legislation; why the future of advice is restricted – 20 August 2024
• Ian McKenna: AI advice is a done deal; get used to it – 5 August 2024
• The Morning Briefing: Quilter adds four firms to its advice network; AI advice is a done deal get used to it – 5 August 2024
• Does working from home harm women’s career prospects? – 18 July 2024
• Money Marketing Weekly Wrap-Up – 08 Jul to 12 Jul – 12 July 2024
• The Morning Briefing: Reynolds named new pensions minister; FCA overhauls stock market listing rules – 11 July 2024
• The Morning Briefing: LifeSearch partners with MetLife; Will consolidators start feeding off each other? – 10 July 2024
• Advisers are better than technology is ‘a big lie’, says Ian McKenna – 10 July 2024
• AI ‘will not solve all your problems’, advisers warned – 10 July 2024
• Advisers should ‘try something, fail fast and learn’, says CISI chief executive – 10 July 2024
• MetLife UK joins Protection Guru’s adviser platform – 2 July 2024
• Money Marketing Weekly Wrap-Up – 17 Jun to 21 Jun – 21 June 2024
• The Morning Briefing: ‘Disjointed’ MPS and Tatton targets £30bn assets – 18 June 2024
• Ian McKenna: General election is a disaster for advice tech – 17 June 2024
• Natalie Holt: Real examples of the good tech can do – 17 June 2024
• Cover story: Why the reality of impartial advice falls short – 11 June 2024
• The Morning Briefing: State-pension scepticism and retirement-planning insights – 5 June 2024
• Ian McKenna: Can intelliflo’s Wealthlink service deliver on its promise? – 4 June 2024
• Leader: Deciding how best to charge for advice – 13 May 2024
• The Morning Briefing: How advice can rebuild its sense of community; Quilter hires Durling as investment director – 3 May 2024
• Benefits Guru announces financial wellness ratings for workplace pension providers – 3 May 2024
• Ian McKenna: Technology and psychology’s magic formula – 24 April 2024
• Love is in the air! The Wellesley Grove Journal – 22 March 2024
• The Morning Briefing: Adviser platform launch slows down; Nedgroup unveils Global Strategic Bond Fund – 5 March 2024
• Dynamic Planner launches app to ‘put financial plan in clients hands’ – 5 March 2024
• Ian McKenna: What will it take to scare firms into action? – 4 March 2024
• Is AI the way forward for compliance? – 13 February 2024
• The Morning Briefing: Evelyn Partners makes new appointment; planning for retirement in a long-term relationship – 12 February 2024
• Ian McKenna: What trends are leading the battle of the tech? – 9 February 2024
• Leader: Why would firms allow intergenerational assets to walk out of the door? – 2 February 2024
• Education system ‘still failing consumers’ – 18 January 2024
• Paraplanners should become ‘data experts’ – 18 January 2024
• Advice firms are ‘less valuable’ without a client portal – 18 January 2024
• Evolve or die: What next for critical-illness cover? – 12 January 2024
• Ian McKenna: Price then quality, or quality then price? Here’s how much it matters – 9 January 2024
• The Morning Briefing: Importance of a financial plan; Guardian expands life cover range – 9 January 2024
• Can you build a social life out of a career in advice? – 3 January 2024
• Cashflow modelling ‘needs to be regulated’
• The Morning Briefing: Söderberg & Partners takes stake in Fidelius; cashflow modelling needs regulation

2023

• Best of 2023: Top 5 In Conversation With Podcast Episodes – 27 December 2023
• How can aspiring advisers future-proof their career? – 20 December 2023
• Ian McKenna: Industry unprepared for next big financial data push – 12 December 2023
• The Morning Briefing: Financial data push and pension decumulation – 12 December 2023
• Leader: Aviva-AIG transaction is by no means a done deal – 7 December 2023
• The Morning Briefing: AJ Bell’s record-breaking year and retail investors shunning advisers – 7 December 2023
• Technology in protection industry ‘embarrassing’ – 6 December 2023
• Critical-illness cover: Buy now while stocks last? – 15 November 2023
• Ian McKenna: You can’t trust anyone on cyber security – 13 November 2023
• ‘AI will never fully replace advisers’: industry reacts to Elon Musk – 6 November 2023
• MMI London: AI and Big Tech – friends or foes to financial services? – 1 November 2023
• The Morning Briefing: Calton’s first acquisition and SJP sees light on exit fees – 1 November 2023
• X marks the spot: Musk’s bank replacement plans could lead advice firms to a treasure trove – 31 October 2023
• Poll: Are you threatened by Musk’s plans to make X a finance ‘one-stop shop’? – 31 October 2023
• The Morning Briefing: Abrdn completes platform upgrade and Musk challenges financial services – 30 October 2023
• Advice firms must ‘move quickly’ as Musk challenges financial services – 30 October 2023
• The Morning Briefing: APP fraud hits record high and should mentors tell you what to do? – 25 October 2023
• Poll: Should ‘critical illness’ cover be renamed? – 24 October 2023
• Is AI the solution to lack of trust in advisers? Or will it do more harm than good? – 23 October 2023
• The Morning Briefing: Former EQ boss launches planning firm and Consumer Duty ‘born out of Covid’ – 23 October 2023
• In Conversation With… Niki Cooke, CRO at Protection Guru – 23 October 2023
• Should advisers adapt their approach to soft skills when talking protection? – 20 October 2023
• Video: Tech is more of an opportunity than a threat – 20 October 2023
• Critical illness: Is it time for a name change? – 18 October 2023
• AUA model ‘broken’ for advice firms serving younger clients – 17 October 2023
• Protection space lacks comprehensive hybrid advice offering – 16 October 2023
• Weekend Essay: The politics of pushing yourself forward – 13 October 2023
• Ola Abdul: Adviser success rests on deeper tech integration – 10 October 2023
• The Morning Briefing: AssetCo agrees to sell stake in subsidiary RMI and Protection Guru new critical illness definitions – 6 October 2023
• Protection Guru aims to improve critical illness definitions – 6 October 2023
• Ian McKenna: UK’s AI potential lagging dangerously behind – 25 September 2023
• What can income protection do to better help women in menopause? – 19 September 2023
• Kevin Carr: Is protection too complex? Or is that just an excuse? – 19 September 2023
• Zurich launches ‘flexible’ critical illness proposition – 7 September 2023
• Emma Thomson: Protection tips and tricks for time-poor advisers – 5 September 2023
• Weekend essay: Are the regulator’s rules okay? – 1 September 2023
• The Morning Briefing: Standard Life to Phoenix and pension transfers – 31 August 2023
• Ian McKenna: Financial institutions must take risk of major collapse more seriously – 31 August 2023
• Monzo moves into pensions market – 15 August 2023
• Could the protection industry do more to support carers? – 9 August 2023
• LGBTQ+ clients need more than seasonal support from insurers – 1 August 2023
• Ian McKenna: The tech solutions to persistent Consumer Duty problems – 24 July 2023
• Consumer Duty prompts majority of advisers to make protection changes – 24 July 2023
• The Morning Briefing: AJ Bell customer numbers rise and new CRO for Brooks Macdonald – 20 July 2023
• Cover story: Why advisers should worry about cyber hackers right now – 10 July 2023
• Seccl launches drawdown Sipp – 6 July 2023
• Ian McKenna: Intelliflo answers advisers’ platform prayers – 6 June 2023
• Ian McKenna: The biggest question to ask before taking on AI – 10 May 2023
• Ian McKenna: What we must take from new US crackdown on adviser data security – 18 April 2023
• Ian McKenna: Parmenion move puts dinosaur peers to shame – 14 March 2023
• Ian McKenna: Why does admin pain continue when the solution’s right in front of us? – 17 February 2023
• Ian McKenna: Four crunch points for the advice market – 27 January 2023

2022

• Ian McKenna: FCA simplified advice plans threaten UK’s global advice tech lead – 15 December 2022
• Ian McKenna: No one will escape Consumer Duty scrutiny – 25 October 2022
• Ian McKenna: US and UK advice is more similar than you think – 26 September 2022
• Ian McKenna: This data protection bill is the real shake-up – 30 August 2022
• Ian McKenna: Adviser tech’s best time in 25 years – 21 June 2022
• Ian Mckenna: Time to transform how advisers deliver information – 23 May 2022
• Ian McKenna: We’re denying savers what they need – 21 April 2022
• Ian McKenna: The minefield of lead generation – 22 March 2022
• Ian McKenna: All this tech, but why aren’t we integrated? – 15 February 2022
• Ian McKenna: Why it’s getting harder to ignore the hybrid opportunity – 25 January 2022
• Tech start-up aims to ‘digitally transform’ estate planning
• Tech could double clients served per adviser
• The Morning Briefing: Pensions projection and doubling clients per adviser

2021

• Ian McKenna: Let’s not stop now – 30 November 2021
• Ian McKenna: The advice protection disconnect – 17 November 2021
• Ian McKenna: What real financial wellness requires – 2 November 2021
• Ian McKenna: When will group risk enter the 21st century? – 21 October 2021
• Ian McKenna: The reality of VR conferences – 5 October 2021
• Ian McKenna: Are advisers missing a trick with their technology use? – 23 September 2021
• Ian McKenna: Are you doing enough about cyber security? – 11 August 2021
• Ian McKenna: Open finance shake up puts pension dashboard project to shame – 21 June 2021
• Ian McKenna: FE grabs CashCalc as advice tech market hots up – 13 May 2021
• Ian McKenna: Beware the bubbling master trust misselling scandal – 16 April 2021
• Ian McKenna: Why I support the rise of the robos – 25 March 2021
• Ian McKenna: Urgent call to protect security of industry emails – 22 March 2021
• Ian McKenna: Providers are failing legacy customers and undermining advisers – 2 March 2021
• Ian McKenna: Everyone’s a winner in Time4Advice deal – 4 February 2021
• Ian McKenna: Why platforms’ Project Fear is doomed to fail – 27 January 2021

2020

• Ian McKenna: Who will save the savings market? – 1 December 2020
• Ian McKenna: Is this the end of letter of authority headache? – 26 November 2020
• Group risk is protection’s sick man – 12 November 2020
• Ian McKenna: Making income protection fashionable again – 28 October 2020
• Social media experts add value to advice firms – 16 October 2020
• Platforms have been too slow to innovate – 9 September 2020
• Ian McKenna: Further business upheaval needed – 11 June 2020
• Learning from SJP’s use of Salesforce – 1 May 2020
• Ian McKenna: How to hold virtual meetings – 21 April 2020
• Tech coming across the pond – 30 March 2020
• Areas for advisers to embrace technology – 20 February 2020
• Why you need to have your say on Open Finance – 11 February 2020
• The risk of insurance becoming invisible – 22 January 2020
• Open banking could be near future for advisers

2019

• Robo advice is the Model T Ford of fintech – 30 December 2019
• Is the pension dashboards debate a red herring? – 18 December 2019
• Ian McKenna: Adviser tech providers must not bite off more than they can chew – 2 December 2019
• Tech-based fact-finds provide huge protection dividends – 15 November 2019
• Ian McKenna: You are probably missing the best Origo hack – 28 October 2019
• Ian McKenna: Big tech deals re-shaped the market this summer – 10 October 2019
• Ian McKenna: Tools to make platform switching smoother – 18 September 2019
• Ian McKenna: Consumer data must drive financial guidance – 13 September 2019
• Ian McKenna: Closed-book sales will leave advisers worse off – 28 August 2019
• Ian McKenna: Prepare for open banking to become open finance – 22 August 2019
• Ian McKenna: Technology advances to drive platform 3.0 model – 31 July 2019
• Ian McKenna: Tech tips from a trailblazing sole trader – 12 July 2019
• Ian McKenna: How Intelliflo rewrote the rulebook – 3 July 2019
• Ian McKenna: A fresh approach when mining for goals – 19 June 2019
• Ian McKenna: £1 model portfolio throws down the gauntlet to industry – 18 June 2019
• Ian McKenna: Let technology work hard for your firm – 10 June 2019
• Ian McKenna: Do we really need new standards for platform transfers? – 23 May 2019
• Ian McKenna: How the FCA is saving UK fintech industry from Brexit fallout – 2 May 2019
• Ian McKenna: The rule threatening to undo the pensions dashboard – 29 April 2019
• Ian McKenna: The tech provider shaking up the protection space – 10 April 2019
• Ian McKenna: AI – use it or lose to it – 25 March 2019
• Ian McKenna: Preparing for the end of your practice management system – 22 March 2019
• Ian McKenna: Fund groups shaping the adviser tech space – 11 March 2019
• Ian McKenna: Why UK robos look more valuable than US peers – 11 February 2019
• Ian McKenna: How to meet clients’ high expectations of portals – 29 January 2019
• Ian McKenna: How 2018 transformed the advice market – 9 January 2019
• The platform consolidation race
• Guardian to offer combined life and critical illness cover
• Practice management outgrows the back office
• The state of the protection advice nation
• Protection Watch

2018

• Ian McKenna: Pension dashboard needs a savings boost – 20 December 2018
• Ian McKenna: Providers must be paper free by 2020 – 23 November 2018
• Ian McKenna: The missing links in pensions engagement – 21 November 2018
• Ian McKenna: The fintech innovators making waves – 12 November 2018
• Ian McKenna: How a software change can double your profits – 6 November 2018
• Ian McKenna: Will your platform share client data? – 24 October 2018
• Ian McKenna: Are robo-advice users really protected? – 9 October 2018
• Ian McKenna: Key to pensions dashboard success right under our nose – 26 September 2018
• Ian McKenna: Robo-advisers have no right to special treatment – 6 September 2018
• Ian McKenna: Foundations laid for global financial regulation – 28 August 2018
• Ian McKenna: We must pull pensions dashboard back from brink of demise – 21 August 2018
• Ian McKenna: How tech incompetence could lose you 80 per cent of AUA – 2 August 2018
• Ian McKenna: How to choose the right practice management system – 18 July 2018
• Ian McKenna: How short-term savings apps can help boost pensions engagement – 25 June 2018
• Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers – 19 June 2018
• Ian McKenna: FCA must name and shame badly behaving robos – 5 June 2018
• Ian McKenna: Think outside the box on affordable advice – 22 May 2018
• Ian McKenna: Open banking blows pension dashboard potential out the water – 24 April 2018
• Ian McKenna: Which practice management system is right for your firm? – 24 April 2018
• Ian McKenna: Protection innovation will be a boon for advisers – 11 April 2018
• Ian McKenna: Tough FCA makes UK Europe’s leader in fintech – 27 March 2018
• Ian McKenna: The four foundations of a solid adviser tech strategy – 12 March 2018
• Ian McKenna: Advisers need to cashflow above 100 years – 28 February 2018
• Ian McKenna: SimplyBiz’s investment advice system impresses – 13 February 2018
• Ian McKenna: Just’s robo-advice service hits the right note – 29 January 2018
• Ian McKenna: Four ways to make pensions dashboards better – 15 January 2018
• Who will battle it out to buy platform tech firm FNZ?

2017

• Ian McKenna: 12 Christmas wishes for better adviser tech – 21 December 2017
• Ian McKenna: The pensions dashboard is heading for disaster – 6 December 2017
• Adviser gadget of the week: Android app brings text into sharp focus – 27 November 2017
• Ian McKenna: 13 fintech projects advisers should watch – 23 November 2017
• Ian McKenna: ABI must be removed from pension dashboard project – 8 November 2017
• A helping hand for Mifid II costs reporting – 24 October 2017
• Ian McKenna: The auto-enrolled need pensions dashboards pronto – 9 October 2017
• Ian McKenna: Open banking will open doors for advisers – 27 September 2017
• Ian McKenna at Finovate: Home-grown fintech players making their mark in US – 25 September 2017
• Ian McKenna at Finovate: Lessons from US personal finance leaders – 22 September 2017
• Adviser gadget of the week: WiFi Map – 22 September 2017
• Ian McKenna: Platforms are missing a trick on data integration – 12 September 2017
• Aegon/Cofunds one year on: Chief executive on what to expect next – 7 August 2017
• Ian McKenna: How to beat the banks as they re-enter advice market – 24 July 2017
• Adviser gadget of the week: The device that fights cyber attacks – 18 July 2017
• Ian McKenna: The era of AL in advice is upon us – 12 July 2017
• Ian McKenna: Royal London’s protection and mortgage advice ‘game changer’ – 11 July 2017
• Intelliflo client management software cements position with financial advisers – 28 June 2017
• Ian McKenna: What advisers need to know about open banking – 12 June 2017
• Ian McKenna: How to get the most out of adviser software – 31 May 2017
• Ian McKenna: FOS holds UK back from being a world leader in innovation – 4 May 2017
• Finovate day two: Is this what true robo-advice looks like? – 28 April 2017
• Ian McKenna: What next for the pensions dashboard? – 17 April 2017
• Ian McKenna: How to pick an automated advice partner – 4 April 2017
• Ian McKenna: Advisers can cash in on new robo-advice options – 22 March 2017
• Ian McKenna: Clients prefer ‘screen’ advice to face-to-face – 6 March 2017
• Ian McKenna: Three firms changing the future of advice – 20 February 2017
• Ian McKenna: The robo-adviser that lives up to the hype – 7 February 2017
• Ian McKenna: Advisers need to ramp up their data security – 26 January 2017

2016

• The top adviser technology of 2016 – 16 December 2016
• Ian McKenna: Lessons from the US on advice, regulation and tech – 2 December 2016
• The new software taking on the automated advice market – 22 November 2016
• Ian McKenna: Making mortgage advice easier through technology – 8 November 2016
• Ian McKenna: Lighthouse is playing by new distribution rules – 24 October 2016
• Ian McKenna: Why are providers building standalone adviser software? – 10 October 2016
• Ian McKenna: The next wave of tech to hit the advice market – 26 September 2016
• Ian McKenna: Aegon’s bold strategy after Cofunds deal – 20 September 2016
• Ian McKenna: Game-changing tech could transform risk-profiling – 31 August 2016
• Ian McKenna: How to fix the broken protection industry – 11 August 2016
• Ian McKenna: Does US hold key to low-cost advice? – 12 July 2016
• Ian McKenna: The alternative to Frankenstein distribution – 27 June 2016
• Ian McKenna: Pensions dashboard is obsolete before it has even begun – 21 June 2016
• Ian McKenna: A new benchmark for tech providers – 1 June 2016
• Ian McKenna: How small advice firms lead the way on technology – 16 May 2016
• Ian McKenna: Why a non-advised service could trump online advice – 18 April 2016
• Ian McKenna: Keeping pace with the auto-enrol evolution – 6 January 2016

2015

• Ian McKenna: What must platforms do to survive? – 13 November 2015
• Ian McKenna: Nothing to fear from robo-advice – 19 October 2015
• Ian McKenna: Protecting clients from ‘Friday afternoon fraud’ – 6 October 2015
• Ian McKenna: Resisting the sales push on adviser software – 24 August 2015
• Ian McKenna: The secrets to successful software selection – 10 August 2015
• Ian McKenna: Hard facts on adviser software – 24 July 2015
• Ian McKenna: Race is on to solve the pensions data puzzle – 29 June 2015
• Gadget of the fortnight – 19 June 2015
• Ian McKenna: Finovate’s best in show – 1 June 2015

2013

• Ian McKenna: Why the Iress/Avelo deal could be good news for advisers – 16 September 2013
• Ian McKenna: Avelo deal shows financial planning tech is going global – 6 August 2013