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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

  • Articles

    Who can give me investment advice?

    ByStephen Manning August 9, 2021May 28, 2023

    Assuming you are one of the 80% of Australians without a financial adviser, where would you go for investment advice? In the old days, the minute the money hit your bank account the branch would swing into gear and the deposit would probably end up in a suite of bank products they hope will help…

    Read More Who can give me investment advice?Continue

  • All companies will be IT companies
    Articles

    All companies will be IT companies

    ByStephen Manning August 1, 2021May 28, 2023

    “In the future all companies will be IT companies” was the throwaway line from a keynote speaker at an Amazon conference I attended. Will “people businesses” like financial advice become IT businesses? Can a robot do a better job? Firstly, the current financial advice process is slow and expensive. It can take months from an…

    Read More All companies will be IT companiesContinue

  • Will banks return to financial planning
    Articles

    Will banks return to financial planning

    ByStephen Manning July 22, 2021May 28, 2023

    Every bank left financial planning in the wake of the Hayne Commission leaving a lot of money on the table to remediate clients for poor financial advice. Have the risk/reward dynamics improved in such a short time to tempt them to return? Deloitte’s Mark Ryan remarked at the Stockbrokers and Financial Advisers Association (SAFAA) Conference…

    Read More Will banks return to financial planningContinue

  • Affordable advice – the Holy Grail?
    Articles

    Affordable advice – the Holy Grail?

    Bymightysteve July 21, 2021May 28, 2023

    According to Adviser Ratings, only 12.2 per cent of the population used an adviser in 2019, down from the year before. ASIC wants to know how Australians can find affordable, quality advice and issued Consultation Paper 332 to find out. Firstly, what is affordable advice? ASIC report 224 found on average, consumers believe initial advice…

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  • Robo vs Human advice
    Articles

    Robo vs Human advice

    ByStephen Manning July 19, 2021May 28, 2023

    An adviser needs to know their client, products and the law before giving advice. In theory a Robot can do all of this, much of it more efficiently and all of it cheaper. Theory is becoming reality. Finchat has a voice based financial health check. Quotacy has a voiced-based Life Insurance quotation system and investment…

    Read More Robo vs Human adviceContinue

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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