The role of AI in financial planning: Insights from the USBY DAVID CARNEY | MONDAY, 30 OCT 2023 8:16AM Ever 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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Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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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!