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Showing 1 - 10 of 10 results for %22Jacqui Henderson%22

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... exceptional service and support to clients, while maximising efficiency and productivity." Advice Intelligence founder Jacqui Henderson, who will join GBST's ranks, said: "We're thrilled to join a company as innovative and forward-thinking as ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
... the body are Abrdn head of retirement and digital innovation Jason Nyilas, Advice Intelligence chief executive Jacqui Henderson, Money GPS founder George Haramis and Ignition Advice global head of strategy and corporate services Andrew Baker. Speaking ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical point, consumers want good advice, not documents and processes. In the response ...

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 ...

Funds management giants in historic merger

ALEX BURKE  |  TUESDAY, 4 OCT 2016
... chief compliance officer David Kowalsi becoming chief risk officer; and Henderson general counsel and company secretary Jacqui Irvine taking on the same role in the new group.

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 ...

AMP Henderson appoints Cahill to product leadership team

... Cahill to its product leadership team. Cahill will take the role of senior investment adviser, Australian equities, under Jacqui Sullivan, the head of the Sydney-based strategy and marketing division of AMP's Australian equity products for the retail ...
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