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Latest articles

Fraser Jack | 27 Nov, 2019

Apps to become key SoA delivery tool

The way statements of advice are delivered to clients is set to take a long and overdue leap into a more interactive app-driven world, according to Advice Intelligence head of partnerships Fraser Jack.

Jacqui Henderson | 27 Nov, 2019

Why technology must enable sustainable financial advice

The type of technology that will support this industry going forward needs to be designed in alignment with the way consumers interact, whilst maintaining compliance standards. 

Jacqui Henderson | 11 Jun, 2019

Risk profiling needs to get smarter

The most recent Professional Planner Licensee Summit highlighted that risk profiles are being tainted by both outdated measuring tools and methods of delivery that allow for undue adviser influence.

Jacqui Henderson | 23 Apr, 2019

The future of advice

There’s never been a more important time than right now for professionals in the advice and wealth management industry to look over the horizon and think about what the future holds.

Jacqui Henderson | 23 Apr, 2019

advice intelligence awarded Planning Software Innovation Award

Jointly recognised for innovation, Advice Intelligence and Milliman shared the Planning Software Innovation Award 

Jacqui Henderson | 22 Feb, 2019

Smart tech will drive industry change

The recent findings from the Royal Commission suggested that a lack of respective regulatory compliance technology might seriously threaten the existence of many licensees and advisers.

With intensified pressure on the financial services industry,  it has been made clear that it is now more important than ever to help financial advisers focus on what really matters for their businesses and clients.

Media Contact

Financial Media Services (FMS):

Bruce Madden
natalie@financialmedia.com.au