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Jacqui Henderson | 5 Oct, 2018

Understanding emotions key to advice, a.i. says

Knowing the basic principles of behavioural science can help advisers design better “advice experiences” for their clients.

How many advisers can truly say how many goals they helped their clients to achieve? Not many.

a.i.’s online goals-based advice white paper highlights the importance and benefits of providing goals-based advice. 

Nicholas Grove - Money Management

Jacqui Henderson | 27 Sep, 2018

Goals-based tech can help kick off a new advice movement

Goals-based tech can help the industry move towards a new financial advice model. Linking client goals to advice strategies.

Exactly what future can we expect from a "new world" of advice?

We see advisers evolving towards a lifestyle & financial mentor in this "new world". They rely on tech to provide numbers to tell the client story. Extending their services beyond finances by providing guidance on "lifestyle choices" and "life fulfilment".

FS Advice

Jacqui Henderson | 24 Aug, 2018

Using tech to drive client goals

The financial planning industry is in a state of transformation following the Banking Royal Commission and reviews by ASIC.

Fees-for-no-service and regulatory negligence will be rightly replaced by goals-based, client-centric advice, and technology will work as a driver. 

Tech has already infiltrated the industry, evidenced by large Australian planning firms and fund managers integrating their services with platforms and apps, and simplifying claims processes through online applications.

Anastasia Santoreneos - Money Management

Jacqui Henderson | 2 Jul, 2018

Why ROBO advice is more human than you think

Let's define ROBO. artificial intelligence (ai) ROBO is the creation of intelligent machines that work and react like humans. It's computer science that incorporates knowledge, reasoning, problem solving, perception, learning and the ability to manipulate. Computers can only act or react like humans if they have an abundance of information relating to the world. 

Adviser Voice

 

Jacqui Henderson | 29 Jun, 2018

Statements of Advice : Out with the old

Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up.

Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession with hardcopy Statements of Advice is a hindrance in more ways than one.

Jamie Williamson - Financial Standard

Jacqui Henderson | 26 Jun, 2018

FPA predicts self-licensing tsunami

During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said:

"The value of a financial adviser is helping the client define and achieve goals, helping them to trade-off between different goals and keeping them accountable for them. It's not the Statement of Advice or the products; it's the mentoring and the relationship. That's what I think is missing from a lot of advice," he said.

Jamie Williamson - Financial Standard

Media Contact

Financial Media Services (FMS):

Bruce Madden
natalie@financialmedia.com.au