About Ian McKenna

A Financial Technology Evangelist, Futurist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives. I believe there has never been a more exciting time to work in the personal finance market and that emerging technology can help advisers and other financial services businesses make a real difference to their clients financial health. I travel the world seeking out those firms that are transforming financial advice and guidance for consumers. I’m convinced technology can democratise the advice process, expanding its reach from the 15% of the population serviced today, to enable the vast majority of the population so they can access affordable advice on how to better manage their finances After 15 years working for insurers and financial advice businesses in 1995 I set up FTRC, a specialist consultancy which focuses on the operational key issues around the distribution medium and long terms savings vehicles, other packaged financial products and the supporting technology. Having briefly worked as a personal finance journalist I continues to be a regular columnist for Money Marketing. FTRC produce a range of information services including DigitalWealthInsights.com, ProtectionGuru.co.uk and AdviserForum.com. The former explores the latest developments in Digital Advice, Wealth Tech, RegTech and InsurTech, Protection Guru produces detailed analysis to help financial advisers better understand the detail of life insurance and related products. AdviserForum.com provides a wide range of information on technology for financial advisers including news, reviews and discussion groups where advisers can share opinions technology with other users. Specialities: The Future of Financial Advice. Operational issues within intermediated financial product distribution. E-Commerce in Financial Services. Supplier selection/Due Diligence on adviser software, restricted advice panels and platforms.