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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?
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Financial Planning Innovation
Financial Planning Innovation

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  • Will banks return to financial planning
    Articles

    Will banks return to financial planning

    ByStephen Manning July 22, 2021May 28, 2023

    Every bank left financial planning in the wake of the Hayne Commission leaving a lot of money on the table to remediate clients for poor financial advice. Have the risk/reward dynamics improved in such a short time to tempt them to return? Deloitte’s Mark Ryan remarked at the Stockbrokers and Financial Advisers Association (SAFAA) Conference…

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  • Articles

    The real future of financial planning

    ByStephen Manning February 25, 2021May 28, 2023

    The real future of financial planning [cherry_spacer size=”20″] Amazon’s Alexa [cherry_spacer size=”10″] I recently took part in an Amazon Alexa “hackathon” (a friendly “design” jamboree) that invited participants to “Invent the Next Generation of Alexa Experiences That Go Beyond Voice”. We were urged to create a skill that combines voice with rich sound, visuals, touch…

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  • Open banking
    Articles

    Open banking

    ByStephen Manning November 15, 2020May 28, 2023

    New technologies for financial planning – Open banking What is open banking? Open banking allows some customers to securely share their banking data with third parties that have been accredited by Australian Competition and Consumer Commission (ACCC). These would typically be other banks who are automatically accredited and fintechs who need to apply. It is…

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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