Skip to content
Financial Planning Innovation

Financial Planning Innovation

  • Home
  • BlogExpand
    • 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
Financial Planning Innovation
Financial Planning Innovation

Articles

  • Articles

    The future of advice – rise of the robots

    ByStephen Manning April 30, 2021February 3, 2024

    I attended an Amazon conference where the key note speaker declared (somewhat tongue in cheek) that “in the future all companies will be IT companies”. He pointed to Uber and Airbnb who are not much more than a computer program and the market capitalization of Facebook, Amazon, Netflix, Google, Microsoft, Apple and Nvidia (called FANGMAN…

    Read More The future of advice – rise of the robotsContinue

  • Articles

    The return of Frankenstein

    ByStephen Manning April 7, 2021May 28, 2023

    The burden of compliance together with the removal of conflicted selling has seen many dealerships look to tech for the efficiency needed to remain profitable. Should they develop their own tech stack or rely on an existing provider (or both)? Is it time for a new system built from scratch? Build your own “Frankenstein” The…

    Read More The return of FrankensteinContinue

  • Articles

    The real future of financial planning

    ByStephen Manning February 25, 2021May 28, 2023

    The real future of financial planning [cherry_spacer size=”20″] Amazon’s Alexa [cherry_spacer size=”10″] I recently took part in an Amazon Alexa “hackathon” (a friendly “design” jamboree) that invited participants to “Invent the Next Generation of Alexa Experiences That Go Beyond Voice”. We were urged to create a skill that combines voice with rich sound, visuals, touch…

    Read More The real future of financial planningContinue

  • Working from home – or on your swing?
    Articles

    Working from home – or on your swing?

    Bymightysteve January 22, 2021May 28, 2023

    There is a theory that 20% of employees do 80% of the work. We all know the super-efficient workaholics who prefer not to delegate. What about the 80% doing 20% of the work and at home? Are they working on their golf swing? Research conducted by Croner (UK employment law specialists), found UK employees spend,…

    Read More Working from home – or on your swing?Continue

  • Robo revolution
    Articles

    Robo revolution

    ByStephen Manning November 28, 2020July 30, 2021

    Immediate answers in a conversational format What is robo advice? Robo advice offers a low-cost alternative to financial advisors. They provide investors with advice about asset allocation, portfolio construction and tax reporting. Users complete an online questionnaire about their investment time frames and ability to handle investment risk and algorithms construct asset allocations based on…

    Read More Robo revolutionContinue

Page navigation

Previous PagePrevious 1 … 6 7 8 9 10 Next PageNext

What we do

Financial planning chatbot for advisers

Financial planning chatbot for individuals

Financial planning chatbot for super funds

Stalk us

  • LinkedIn
  • Facebook

Lets chat

Terms and conditions

Privacy policy

  • 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