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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
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    • Mirror, Mirror on the wall
    • Will chatGPT eat your lunch?
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    • Welcome to your new paraplanner
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    • Financial advice – its tough
    • Robots find their voice
    • Who can give me investment advice?
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Financial Planning Innovation
Financial Planning Innovation

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  • 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

  • Working remotely – the hidden benefits
    Articles

    Working remotely – the hidden benefits

    ByStephen Manning May 26, 2021May 28, 2023

    The pandemic forced most advice firms into the safety of the “cloud” trying to keep their business alive. “Trying” quickly went to “thriving” and the Direxion Work From Home Survey found client relations and productivity were either unaffected or improved. Employees enjoyed the flexibility of working from home and owners could look at reducing the…

    Read More Working remotely – the hidden benefitsContinue

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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