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Financial Planning Innovation

Financial Planning Innovation

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    • Use with with caution. AI is not a reliable financial planning tool.
    • Quo Vadis QAR?
    • Why do people seek financial planning advice?
    • You can’t have a robot in a meeting!
    • All companies will be IT companies
    • The good, the bad and the ugly
    • Digital assistants in client meetings
    • Mirror, Mirror on the wall
    • Will chatGPT eat your lunch?
    • Will all advisers become cyborgs?
    • Welcome to your new paraplanner
    • Why do people choose an adviser?
    • Financial advice – its tough
    • Robots find their voice
    • Who can give me investment advice?
    • All companies will be IT companies
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Financial Planning Innovation
Financial Planning Innovation

Articles

  • S-I-P as-a-service
    Articles

    S-I-P as-a-service

    ByStephen Manning October 8, 2020May 28, 2023

    Cloud services on demand

    Read More S-I-P as-a-serviceContinue

  • 5G
    Articles

    5G

    ByStephen Manning February 25, 2020May 28, 2023

    [cherry_row] New technologies for financial planning – 5G [cherry_spacer size=”20″] What is 5G? [cherry_spacer size=”12″] 5G is the 5th generation of cellular networks. It promises to “super charge” our smart devices by providing a faster network able to move much more data, quicker. [cherry_spacer size=”12″] It will allow “real time” communication between devices of the…

    Read More 5GContinue

  • Trading in the 4th Industrial Revolution
    Articles

    Trading in the 4th Industrial Revolution

    ByStephen Manning March 24, 2018May 28, 2023

    The stock market in the “4th Industrial Revolution” Automated Trading An automated trading system allows specific rules to trigger trades automatically. An investor tells the platform when to buy and when to sell. Around 80% of shares traded on U.S. stock exchanges come from automatic trading systems. This means the system has to be robust…

    Read More Trading in the 4th Industrial RevolutionContinue

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  • Home
  • Blog
    • Use with with caution. AI is not a reliable financial planning tool.
    • Quo Vadis QAR?
    • Why do people seek financial planning advice?
    • You can’t have a robot in a meeting!
    • All companies will be IT companies
    • The good, the bad and the ugly
    • Digital assistants in client meetings
    • Mirror, Mirror on the wall
    • Will chatGPT eat your lunch?
    • Will all advisers become cyborgs?
    • Welcome to your new paraplanner
    • Why do people choose an adviser?
    • Financial advice – its tough
    • Robots find their voice
    • Who can give me investment advice?
    • All companies will be IT companies
  • Newsletter
  • About
  • Contact