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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

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  • 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

  • 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

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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