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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

financial chat

  • 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…

    Read More How to win Lotto with quantum mechanics.Continue

  • 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…

    Read More Modern slaveryContinue

  • 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

  • Articles

    The real future of affordable and accessible advice

    ByStephen Manning April 19, 2023May 28, 2023

    QAR (Quality of Advice Review) is about making financial planning advice affordable and accessible to ordinary Australians. Qualified, licensed advisers have seen their numbers fall to nearly half as education and compliance requirements suffocate them and force up the cost of giving advice. According to Adviser Ratings, only 10.1% of consumers saw a wealth adviser…

    Read More The real future of affordable and accessible 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