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Jacqui Henderson | 13 Jul, 2017

Edtech can simulate adviser-client scenario

Edtech - simulating classroom knowledge and practical experience into a “virtual experience” would only improve the delivery of education to financial advisers even as the new education standards were set to become effective 1 January 2019.

Jacqui Henderson | 3 Jul, 2017

Goals-based advice not an own goal

If you don't consider a client’s goals, then you risk delivering financial advice that doesn’t meet an investor’s needs.Goals-based advice creates an environment where there is greater clarity about what the client wants and how financial advice can be delivered to meet those desires.

Jacqui Henderson | 25 May, 2017

Robos turn to humans to get the job done

Until algorithms can be developed to dynamically sequence and replicate human behaviour and decision-making in response to life events, true ‘robo-advice’ cannot exist. Artificial intelligence for financial planning has a journey ahead.

Jacqui Henderson | 24 Apr, 2017

US robos move to ‘hybrid’ models

The largest US robo-advice companies are introducing humans into their advice models or launching ‘hybrid’ automated models, says Adviser Intelligence. Some of the biggest US robo advisers are now adding humans to their advice services, companies like Vanguard and Schwab.

Jacqui Henderson | 19 Apr, 2017

‘Hybrid’ robo-advisers gaining traction

Jacqui Henderson | 20 Mar, 2017

'EdTech' to impact financial advice of the future

It is not only trends in fintech and 'RegTech' that will influence how financial advice is provided in 2020, but also changes in educational technology. In the face of such a relentless regulatory offensive, financial planning firms will inevitably seek technological solutions to ease the compliance burden.

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