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Wealthify deal fires the starting gun for the UK Robo Acquisition race

Today’s purchase by Aviva of a majority stake in Wealthify has significant implications for the whole UK robo advice community and wider personal savings market. This move by the world's 12th largest insurer and a major asset manager is far more significant than the previous investment by LV= in Wealth Wizards and other UK robo deals.  Aviva have a far greater degree of scale and partnerships that can be leveraged to the advantage of both businesses. Aviva have been a real

Ian McKenna

Ian McKenna

 

PFM meets AI and reinvents financial planning

New PFM techniques demonstrated at Finovate have the potential to facilitate totally new ways to help consumers get the savings habitat  Last week’s new expanded format Finovate shone, as always, a spotlight on a diverse wealth of exciting ways to use technology to enhance the financial services industry. One of the challenges of attending the show is there is so much to take in. Rather than try and address multiple areas in a single summary I’m going to break down my review of the show to

Ian McKenna

Ian McKenna

 

Artificial Intelligence first becomes the new normal in financial advice

This week I am in New York for the opportunity to see the very latest wealth technology innovations and to hear from several of the industry leaders who are transforming the way Americans access financial advice.  Now in its third year, the In|Vest conference provides a heady mix of powerful tech demonstrations and exceptional thought leadership. For me the big message on day one of the show was machine learning and artificial intelligence is now part of the emerging landscape. In wh

Ian McKenna

Ian McKenna

 

Challenging conventional thinking - FinovateSpring 2017 (Day Two)

For me the outstanding demonstrations of the second day came from companies who were really throwing down the gauntlet to challenge conventional thinking and showing services that could transform major parts of the financial services industry in a very few years. These almost all focused on making more use of non-traditional forms of data to improve customer services, outcomes and achieve greater profitability. When considering these in this context it is important to recognise that Finovat

Ian McKenna

Ian McKenna

 

My Favourites from FinovateSpring 2017 (Day One)

The first day of this year’s Finovate Spring left me thinking I had witnessed a real lesson in how technology can extend financial inclusion to a level many traditional advice firms may consider inconceivable. The west coast Finovate show is always the one where you see the wackiest ideas, but it is also the event that stretches creative thinking the most, making it well worth traveling eight time zones. In one day I witnessed technology that can make profitable lending practical to people

Ian McKenna

Ian McKenna

 

Industry gurus challenge conventional thinking - coverage from Day 2 of T3

After the frantic pace of day one, T3 became more reflective during its second day. A range of key industry thought leaders provided challenge and analysis that put many of the previous day's announcements in suitable context. What follows is a summary of just a few of the key messages and insights shared. The tone was set by industry veteran Bob Veres www.bobveres.com  @Bobveres. Clearly unafraid of challenging conventional wisdom Veres began by pointing out that growth in the investment i

Ian McKenna

Ian McKenna

 

Stunned, amazed and in awe - a day of exceptional revelations at T3

The first full morning of T3 2017 saw a cacophony of announcements worthy of the opening 30 minutes of Saving Private Ryan. The morning seemed to encompass an endless stream of outstanding product innovation and stunning research conclusions, making a clear case for a very different future for how financial advice is delivered. Many of these warrant extensive analysis in their own right but I'll try and keep this summary concise and readable and focus on the highlights. First up Riskal

Ian McKenna

Ian McKenna

 

How do US advisor firms use technology, what are the latest trends? - Ian McKenna at T3, Orange County

This week's Technology Tools for Today conference in Orange County California got off to a great start yesterday afternoon with outstanding presentations from conference host and all round US advisor tech guru Joel Bruckenstein and Investment News associate publisher Mark Bruno each presenting key findings from recent research on the use of technology by American advisors. Bruno kicked off the session with a summary of key findings from the Investment News 2017 advisor technology survey. Th

Ian McKenna

Ian McKenna

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