Articles tagged with 'AI'
Clients are expecting advisers to use AI
25 June 2025 - Consumers are expecting financial advisers to be using AI, and many believe it will them give them better financial advice outcomes.
Financial planners optimistic about AI's potential
13 May 2025 - Worldwide, financial planners are optimistic about AI’s potential to help them better serve clients, enhance the quality of advice, reduce the cost of advice and increase public access to advice.
AI use in weapons a growing concern for ethical investors
12 May 2025 - Local ethical fund manager Pathfinder is among other ethical players globally grappling with the all new conundrums created by the rapid growth of AI - the development of AI-powered weapons systems becoming the latest issue to raise a red flag.
Data privacy and accuracy top AI fears
11 April 2025 - A snapshot of AI use by financial planners globally has found more than half are using it in their businesses despite sharing some of the common concerns with other professions about the rapid technological shift.
Riding the wave: thematic investing in the Trump era
27 February 2025 - A locally-managed thematic fund is showing early signs of promise although US President Trump’s market-moving rhetoric is helping keep its manager on his toes.
AI gives rise to more fake FSP scams
25 February 2025 - Scammers are finding new and creative ways to impersonate New Zealand financial service providers with the help of AI, prompting the FMA to get more specific with its public warnings.
Failure to plan for data-hungry AI will have consequences
15 November 2024 - The AI train is leaving the station but few financial advisors have their bags packed ready for the journey - nor do they necessarily know where they’re headed.
AI forecast to take care of majority of advisor loan deals
18 October 2024 - Artificial intelligence will be able to handle up to 80% of advisor loan deals within seven years according to the founder of Australasian asset loan broker LoanOptions.ai.
Embracing GenAI: A Roadmap for NZ Financial Services Companies - Part 3
3 September 2024 - In the rapidly evolving world of technology, artificial intelligence (AI) is transforming industries by enhancing efficiency and driving innovation.
Embracing GenAI: A Roadmap for NZ Financial Services Companies - Part 2
9 August 2024 - With artificial intelligence (AI) becoming integral to everyday work, NZ Financial services leaders must reconsider how they manage people, processes, and projects.
GenAI How to Guide: Part 1
26 July 2024 - Embracing GenAI: A roadmap for NZ financial services Companies - Part 1
RIAA launches investor guide on AI and human rights
1 May 2024 - Potential harm to people, reputational and operational risk to companies, regulatory and financial risk - all reasons why investors should care about AI and human rights.
Analysing AI’s Impact on Financial Advice, Part 3
13 April 2024 - Throughout this series, I’ve outlined the key functions being automated through AI, from back-end processes to customer-facing apps and platforms...
Analysing AI’s Impact on Financial Advice, Part 2
29 March 2024 - In the second part of his series on artificial intelligence Clive Fernandes looks at how the latest developments may impact financial advisers.
Analysing AI’s Impact on Financial Advice, Part 1
2 March 2024 - Most articles and reports about AI focus on its generative capabilities, which are admittedly more exciting to discuss when it comes to creating content...
[OPINION] Alphabet and Microsoft: Searching for AI Monetisation
5 February 2024 - It’s been a huge week for US stocks as four of the Magnificent 7 — which have been the driving force for the majority of gains in the S&P500 over the past year — delivered their earnings results last week.
