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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Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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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!