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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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  • Barbarians at the gate! The fall of the Employment empire.
    Articles

    Barbarians at the gate! The fall of the Employment empire.

    ByStephen Manning September 17, 2023November 21, 2023

    In 2019 the Organisation for Economic Co-operation and Development predicted that automation technologies would eliminate 14% of the world’s jobs and radically transform another 32%. Then regenerative AI arrived (ChatGPT and its hordes). These new technologies are very good, and maybe better than most humans, at things like coding, research and writing. Here are some…

    Read More Barbarians at the gate! The fall of the Employment empire.Continue

  • Articles

    Applying for everyone’s job – “The Prompt Engineer”.

    ByStephen Manning July 1, 2023July 2, 2023

    Nobody had heard of a prompt engineer a few months ago but today it’s the newest, hottest job around, commanding anything up to $1 million a year. So, what does a prompt engineer do? In essence, they ask AI (Artificial Intelligence) the right question to get the right answer. Let’s assume a financial planning firm…

    Read More Applying for everyone’s job – “The Prompt Engineer”.Continue

  • Articles

    How to win Lotto with quantum mechanics.

    ByStephen Manning June 19, 2023June 19, 2023

    Let’s start at the very beginning, the “Big Bang”, also known as the “Singularity” or “the before and after”. At the “Big Bang” we were all one and it seems, may still be. Split a photon and separate them by any distance and they remain “entangled” – a change to one has an immediate effect…

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  • Articles

    Modern slavery

    ByStephen Manning June 7, 2023June 19, 2023

    Is it better to own your work force rather than to rent it? “Slavery” is coming back. Most of us already have a slave or two like a vacuum cleaning robot, or an Alexa app that turns on your appliances and gives you information on demand. AI (Artificial intelligence) is going to give us an…

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  • Articles

    The real future of affordable and accessible advice (part 2)

    ByStephen Manning May 4, 2023February 3, 2024

    A major part of financial advice is analysing and recommending a product. Can a robot do this? I asked ChatGPT3 (the old version of the new AI sensation) “what superannuation funds in Australia have a low cost and high performance” as well as “do a quantitative analysis on BHP shares”?   The response in the…

    Read More The real future of affordable and accessible advice (part 2)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