Why AI adoption in advice is rising – and what's still holding advisers back
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Why AI adoption in advice is rising – and what's still holding advisers back
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About this listen
In this episode of the ifa Show, Direct Wealth technology manager and Halosoft co-founder Nick Downey joins host Keith Ford to explore the real reasons many Australian financial advisers remain hesitant about AI, despite 74 per cent of practices are either using or planning to use AI.
Downey explains why this hesitation exists, why it's rational – particularly when it comes to security concerns – and how tools purpose-built for advice practices are starting to shift adviser comfort and confidence.
Tune in to hear:
- What the real barriers to AI adoption are and why it isn't about resistance to technology.
- How adviser confidence shifts quickly once they experience a high-quality, adviser-aligned AI tool firsthand.
- Why the future of advice technology is workflow-driven, client-centric, and focused on freeing advisers to do more of the human work that matters.
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