Author: Ian McKenna

Views from T3 2020: Morningstar Advisor Workstation 3.0

At T3 last week Pete Franco, Morningstar senior product manager for their Advisor Workstation...

Posted by Ian McKenna | Dec 10, 2019 | Events, In | Vest |

Of all the different wealth tech conferences I attend globally each year, the July InVest show in...

When a technology provider can trace its roots right back to the earliest days of financial...

When you have been commenting on the UK adviser technology sector for as long as I have, watching...

While not before time Open Banking is becoming an issue widely discussed in the financial advice...

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