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Latest articles

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.

Jacqui Henderson | 11 Feb, 2019

Fintech Business Awards 2019 finalists announced

The Fintech Business Awards 2019 will identify the leading individuals and organisations making a contribution to the rapidly growing fintech community.

The industry continues to grow rapidly in Australia with emerging players challenging the established financial institutions.

Jacqui Henderson | 18 Dec, 2018

FASEA presents opportunity for advisers

Speaking as part of Advice Intelligence’s (a.i.) Goals Based Advice Podcast. 2017 AFA Female Excellence in Advice winner Lea Schodel said there was an opportunity for advisers to broaden their service offering to encompass money coaching. This has been successful in the US for over 20 years and could help engage more people who are not currently receiving advice.

IFA - Lea Schodel

Jacqui Henderson | 16 Nov, 2018

Goals-based technology to shift industry

The Hayne Royal Commission has suggested that advisers inadequately demonstrate how their advice links to their client’s goals. However, financial planners have long been talking to clients about their goals.

Could this disconnect lie with the industry’s complex advice process, lengthy paper SoA's and ‘old world’ technology? Can we honestly say that the current “customer advice experience” delights today's tech-savvy consumer?

Investor Daily

Media Contact

Financial Media Services (FMS):

Bruce Madden
natalie@financialmedia.com.au