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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Helping hand
FINN DORNEY
PRINCIPAL PRIVATE WEALTH ADVISER
SHADFORTH FINANCIAL GROUP LIMITED
PRINCIPAL PRIVATE WEALTH ADVISER
SHADFORTH FINANCIAL GROUP LIMITED
Whether it's giving back to the local community or empowering children with financial literacy, Shadforth Financial Group private wealth adviser Finn Dorney proves why the innate nature of financial advisers is essentially to help others. Karren Vergara writes.
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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!