All Articles tagged with 'Jacqui Henderson'

You are in Posts tagged 'Jacqui Henderson'

FAAA Congress agenda fostering collaboration and growth as a profession

From FAAA - Financial Advice Association Australia

The inaugural Financial Advice Association Australia (FAAA) Congress will give financial advisers the opportunity to gain valuable insights into the many changes currently taking place in the financial planning profession.

continue reading

28 Sep 2023

Understanding emotions key to successful advice

From Adviser Intelligence

Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients. An experience that’s centred around a client’s goal achievement,

continue reading

08 Oct 2018

Advice Intelligence launches new world financial planning technology

From Adviser Intelligence

Advice Intelligence (a.i.) has launched Version 1.0 of it’s software platform to financial advisers across Australia. This launch marks the start of a ‘new world’ financial planning movement that will

continue reading

05 Sep 2018

a.i. sees opportunity to break down financial advice barriers

From Adviser Intelligence

For the financial planning industry to evolve and rebuild trust with the consumer, it must first listen to what consumers want and then deconstruct the barriers that daunt the consumer

continue reading

25 Jun 2018

Breaking down inequality: the different sex debate

From Adviser Intelligence

The equality theme is highly topical in our society today. Australians will soon learn the outcome of a postal vote on same sex marriage. Leaving out the politics, the ‘postal

continue reading

06 Oct 2017

Fear and loathing from Silicon Valley

From Adviser Intelligence

An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question

continue reading

11 Aug 2017

How digital automation can help offset Australia’s 492 per cent regulation boom (and restore a little trust)

From Adviser Intelligence

Damage control does not come cheap. Just ask Dongjin Koh, President of Mobile at Samsung Electronics. Koh told press in October this year that the total recall of the inflammable

continue reading

24 Nov 2016

Are we there yet? The 4 levels of digital financial advice automation

From Adviser Intelligence

In a previous article I wrote about the limitations of the recent ASIC guide on digital automated advice (RG 255) and made comparison with the regulatory control of driverless car technology in the

continue reading

10 Oct 2016

What ASIC, grappling with the lawless state of Australian robo advice, must learn from the driverless car industry

From Adviser Intelligence

As global tech heavyweights Google and Apple, along with emerging automotive brand Tesla and even global taxi industry disrupter Uber vie for dominance in the fast developing ‘driverless car’ space,

continue reading

27 Sep 2016

Why ROBO advice is more human than you think

From Adviser Intelligence

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

continue reading

04 Aug 2016

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]