Tech innovation threatening dealer model

3 Dec 2014

Adviser Intelligence director Jacqui Henderson suggested advisers from the larger groups in particular are expressing frustration with limited tech options. “I don't think it's the cost, I think it's the flexibility and the choice and the support.”

Dealer groups urged to embrace innovation in new post-FoFA environment

3 Dec 2014

“There’s still just so much arrogance and disconnect between the platform providers and the dealer groups, and the tools of what the independent financial advisers are needing,” Jacqui Henderson told a media gathering in Sydney yesterday.

“We are the Xero for the financial planning industry, a new entrant that’s taking on COIN and XPLAN, with a cloud-based software platform that’s all about simplifying advice.”