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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Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.









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!