Show Notes
Jason Entwistle is worried. Australian advisers have one of the highest AI adoption rates in the world at a time when there are so many "shiny new toys” coming out.
But he sees a real risk to the speed of this adoption. Taking up AI tools without enough DD could lead the industry to “end up in a bit of a scandal where data has ended up in the wrong spot,” giving the regulator another reason to intervene.
So how can advisers still change with the times without risking their business?
Jason joins Ally to explain why he thinks nailing your data and processes is the key.
Chapters: 00:00:00 Introduction 00:01:45 Why Advisers Should Take AI Slowly 00:04:51 The Future of Financial Advice 00:07:10 The Risks of Getting AI Wrong 00:10:00 Which AI Start-ups Will Survive? 00:14:06 How Platforms Will Use AI 00:16:31 Keeping Client Data Secure 00:21:17 Building MyHub for the Industry 00:26:37 MyHub’s Launch, Pricing and Partners 00:31:17 AI Adoption and Advice Productivity
This episode was recorded on 17th of September 2026.
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours
Knowledge Requirements: Generic Knowledge (0.25 hour), Practice Management (0.25 hour)
Legislated CPD Area: Client Care & Practice (0.25 hour), General (0.25 hour)
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