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Financial Planning Innovation

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    • Use with with caution. AI is not a reliable financial planning tool.
    • Quo Vadis QAR?
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    • 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?
    • Will all advisers become cyborgs?
    • Welcome to your new paraplanner
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    • Financial advice – its tough
    • Robots find their voice
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Financial Planning Innovation
Financial Planning Innovation

quantum mechanics

  • Jake of the Nullarbor
    Articles

    Jake of the Nullarbor

    ByStephen Manning December 8, 2023December 8, 2023

    Jake used to be a top solicitor in Sydney, with a corner office, and panoramic view of Sydney harbour. His specialty was contract law. He paid little attention to the small team looking into artificial intelligence until they asked him to hand over all the files on all his clients. They explained this was so…

    Read More Jake of the NullarborContinue

  • Limitless everything.
    Articles

    Limitless everything.

    ByStephen Manning December 2, 2023December 2, 2023

    1.     Limitless clean energy with fusion reactors There are 39 companies in Nuclear Fusion which include CFS, Helion, General Fusion, TAE Technologies and Tokamak Energy. Breakthrough Energy Ventures, run by the Bill and Melinda Gates Foundation, are lead investor in Type One Energy that seeks to provide clean energy to the developing world with fusion energy. It is still…

    Read More Limitless everything.Continue

  • The continuing story of AI’s evolution
    Articles

    The continuing story of AI’s evolution

    ByStephen Manning November 21, 2023November 21, 2023

    Research by Goldman Sachs claims AI will replace 300 million jobs in the next 15 years. The international Labour organisation says AI will enhance jobs rather than eliminate them. Time will tell. My particular interest is financial planning and I ask the following question regularly to test its progress. Here is the latest result. “I…

    Read More The continuing story of AI’s evolutionContinue

  • Articles

    Microsoft’s co-pilot is not ready to take the controls.

    ByStephen Manning October 13, 2023February 3, 2024

    There is little doubt generative AI like ChatGPT and Co-pilot are the future and I have been monitoring their ability to provide financial planning calculations and information. To do this I asked them the same question; I have $300,000 in my superannuation and will retire in 10 years’ time with only employer contributions on a…

    Read More Microsoft’s co-pilot is not ready to take the controls.Continue

  • 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

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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