AI and how we view it

AI and how we view it

Question: “ChatGPT as a Valuable Asset in Financial Advisory Practice: A Look at AI- Enhanced Advice” Imagine operating as a financial adviser, dealing with a diverse range of clients – some of whom possess limited knowledge of investment principles, while others...
Fund Manager Contribution – David Boyle

Fund Manager Contribution – David Boyle

We are fortunate in the financial sector to be the recipient of screeds of financial opinion pieces. On any given day there are too many to read, but I have selected a few that have passed muster for your information. The Authors of these articles are all fund...
Scams

Scams

Protecting yourself in a digital world   On more than one occasion in the past quarter I have read many articles about the latest scams doing the rounds. We have included an Alert from the FMA around a scam circulating at the moment. The next article is around the...
10 warning signs of elder abuse

10 warning signs of elder abuse

This is an issue that financial advisers confront frequently This article from Janine Starks, and first published on Stuff.co.nz in June 30, 2018 resonates with many of us and demonstrates the subtlety of what happens in many family situations. The entrepreneur needs...