This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors.
AdviceGPT Website: https://www.icomply2.com.au/advicegpt
Anthony Lyon: https://www.linkedin.com/in/anthony-lyon-2463446a
Original iComply episode: https://ensombl.com/podcasts/advicetech19
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231215
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David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products.
David Orford LinkedIn: https://www.linkedin.com/in/david-orford/
Optimum Pensions Website: https://www.optimumpensions.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231214
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In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant.
Personr Website: https://www.personr.co/
Charlie Westerman: https://www.linkedin.com/in/charlie-westerman/
Curiosity Corner (Wonderplan ): https://wonderplan.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231208
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Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for top-performing advisors.
Aaron Kane LinkedIn: https://www.linkedin.com/in/aaron-kane-58a94744/
EK Financial Group Website: https://ekfinancialgroup.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231207
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Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients.
Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/
Blueprint Wealth Website: https://www.bpwealth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231205
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Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/
Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204
To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204
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