Tag: Ian McKenna

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Ian McKenna: Fund groups shaping the adviser tech space

Added to Collection on: 2019-03-10 23:45:00

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Finance
Business
Economy
Regulatory technology
Financial regulation
Free software
Dell
Charles Schwab Corporation
Financial advisors
Financial adviser
Value proposition
Adviser
Ian McKenna

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AR, VR and ER have 'huge potential' to transform financial advice - Money Marketing

Added to Collection on: 2025-01-30 17:42:54

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Meta Platforms
Glasses
Virtual reality
General Data Protection Regulation
Megan McKenna
Ian McKenna

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Advisers will take psychology route as AI levels playing field on knowledge - FTAdviser

Added to Collection on: 2025-05-21 15:10:35

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Financial advisors
Customer experience
Business models
Communication design
Financial adviser
Customer engagement
Advertising
Ian McKenna

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