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Showing 1 - 5 of 5 results for "Jacqui Henderson"

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... the client's full financial network in a digital engagement portal." advice intelligence chief executive Jacqui Henderson agreed and said, particularly at the given moment where Zoom meetings with clients are the norm, there are several tools advisers ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
... meaningful to clients. More so than outperforming markets by a percentage," Advice Intelligence chief executive Jacqui Henderson said. The research shows more than 75% of people fail to achieve their goals, so understanding the basic principles of behavioural ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... face a dramatically changing regulatory landscape, Advice Intelligence said. Advice Intelligence chief executive Jacqui Henderson said the software aims to transform the advice experience by guiding advisers into the new world of financial advice. "Globally ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
... services, according to the company's statement. Commenting on the partnership, Adviser Intelligence chief executive Jacqui Henderson said: "We are delighted to have found in Avocado a partner with the right 'can do' cultural fit and which shares our ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... put on a request. Literally, that request will go to the bottom of a long list." Adviser Intelligence director Jacqui Henderson said that many advisers were unhappy with platform providers. "There's still so much arrogance and disconnect between platform ...
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