Author: Ian McKenna

In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM

Posted by Ian McKenna | Dec 7, 2018 | Events, Finovate |

How should an advisor with a fiduciary duty to their clients’ address client’s who no longer fit...

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In | Vest West 2018: Financial Engines – The Elephant In The Room

Posted by Ian McKenna | Dec 7, 2018 | Events, In | Vest |

Positioned as the elephant in the room at Invest West, Ric Edelman (Edelman Financial Services)...

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Finovate Fall 2016: MX

Posted by Ian McKenna | Sep 8, 2016 | Events, Finovate, Personal Financial Management |

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Finovate Fall 2014: MX

Posted by Ian McKenna | Sep 23, 2014 | Events, Finovate, Personal Financial Management |

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Finovate Fall 2013: MoneyDesktop

Posted by Ian McKenna | Sep 10, 2013 | Events, Finovate, Personal Financial Management |

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