The role of AI in financial planning: Insights from the USBY DAVID CARNEY | MONDAY, 30 OCT 2023 8:16AMEver
since
ChatGPT
burst
onto
the
scene
late
last
year,
generative
AI
has
been
front
and
centre
of
business
discussions
and
financial
planning,
just
like
any
other
industry,
ignores ... Upgrade your subscription to access this article
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Cover Story

Against all odds
MANISHA BHUDIA
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
Thanks David good to think about these things, plan for change and hear of your experiences in learning more about AI.
Finally a sensible article around the need for humaness. Thank you.
My passion and purpose is to protect the words "ADVICE" and "ADVISER" to be used only by a truly independant adviser who has a fiduciary responsibiltiy to his or her clients. That way we can be sure the adviser is mindful to balance AI capabilities with humaness and free of conflicts of interest. What a soothing thought!