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Latest articles

Jacqui Henderson | 21 Jun, 2018

Goals Advice Panel Discussion - opportunity to break down financial advice barriers

"Our aim is to transform financial advice into a language a consumer speaks and a dynamic interactive experience they feel they co-created."

"In times of public scrutiny and regulatory change, it’s important for the financial planning industry to reflect on how we can build two-way trust with consumers by delivering advice in a smarter and more appealing way,” Henderson said.

Jacqui Henderson | 27 Nov, 2017

ASIC SOA measures don’t go far enough

ASIC can go much further in improving its example statement of advice, which falls short in many respects, particularly in today’s digital age. We’re pleased to see the Financial Planning Association (FPA) has agreed with a number of our suggestions, which would make SOAs more suitable for tech-enabled humans.

IFA - Jacqui Henderson

Jacqui Henderson | 10 Oct, 2017

Breaking down inequality: The different sex debate

One of the motivating factors behind our firm is the empowerment of all people to make better financial planning decisions. Quality financial advice should be a cornerstone in the life of every person. But women, given the inequitable social and economic dynamics, need better financial security and lifestyle choice.

Jacqui Henderson | 8 Oct, 2017

Using machines for book learning

Regtech, artificial intelligence, on-demand online education services, and pre-emptive risk detection are the ways of the future for the financial advice industry to tackle compliance and higher education requirements, Malavika Santhebennur found.

Jacqui Henderson | 6 Oct, 2017

Advice could help address gender gap

Goals based advice can help women learn the basics of financial literacy, and specifically cash-flow, would help address the gender wealth gap and empower women to be financially independent. 

Jacqui Henderson | 17 Aug, 2017

Technology arouses logical reaction of fear in advisers

Many financial advisers still perceive technology as a threat to their profession, the fear around the rise of artificial intelligence (AI), financial planners concerns about being replaced, however no algorithm or robo-adviser in the world can currently deliver complex financial planning.

Media Contact

Financial Media Services (FMS):

Bruce Madden
natalie@financialmedia.com.au