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.”