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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
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Financial Planning Innovation
Financial Planning Innovation

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  • Rise of the robots
    Articles

    Rise of the robots

    ByStephen Manning June 18, 2021May 28, 2023

    The real future of financial advice – Rise of the Robots 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…

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  • Robo wars
    Articles

    Robo wars

    ByStephen Manning June 11, 2021May 28, 2023

    Apple, Amazon, Microsoft and Google have a combined market capitalisation bigger than the GDP of most countries. If they believe “voice” is the future then it probably is. Most of us use their digital assistants. We ask Apple’s Siri to call mum, Amazon’s Alexa to turn on the lights, Microsoft’s Cortana for the day’s schedule…

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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