AI adoption in financial services is being celebrated as a breakthrough in efficiency, compliance, and client experience. However, beneath the optimism lies a quieter, more consequential transformation: the fusion of automation with legacy industry assumptions. At face value, these discussions appear progressive — focused on productivity, human-AI collaboration, and ethical awareness. The rhetoric emphasises safety, … Continue reading ⚖️ Synthesis: The Subtle Convergence of AI Adoption and Industry Capture in Financial Planning
Tag: artificial-intelligence
🌍 The Age of Empowerment: Building a Future Where People Train the Machines
“The river of humanity always finds its way to the sea — no matter how many rocks lie in its path.” The age of empowerment has begun. For centuries, power has flowed upwards — from people to institutions, from workers to shareholders, from communities to corporations. The financial system became the crown jewel of that … Continue reading 🌍 The Age of Empowerment: Building a Future Where People Train the Machines
📰 From Headlines to Justice: How Citizen Investigators Can Use AI to Track Their Cases
“Information is power — but only if you can keep hold of it.” One of the biggest frustrations for victims of financial exploitation is that stories flare up in the news and then… nothing. Months go by. Updates are hidden behind paywalls or buried in regulatory filings. By the time the next development surfaces, it’s … Continue reading 📰 From Headlines to Justice: How Citizen Investigators Can Use AI to Track Their Cases
FCA Opens Door to Adviser Charging for Targeted Support – But Who Will Pay?
The Financial Conduct Authority (FCA) has on Friday published its latest consultation paper (CP25/26), opening the door for adviser firms to charge consumers for “targeted support”. This new category of regulated activity is pitched as a middle ground between full financial advice and generic guidance, aimed at helping millions of people who may not be … Continue reading FCA Opens Door to Adviser Charging for Targeted Support – But Who Will Pay?
The Future of AI: Lessons for Financial Planners
Every few generations, technology rewrites the rules of society. The steam engine drove the Industrial Revolution. The internet transformed communication, commerce, and culture. Now, AI is reshaping entire industries, including financial services and insurance. For planners in the Academy, the message is clear: AI isn’t optional. It’s existential. The firms and advisers who embrace it … Continue reading The Future of AI: Lessons for Financial Planners
🤖💬 AI & Client Data: What You Need to Know (Q&A)
By Steve Conley | Financial Life Coach | Academy of Life Planning As more tools like ChatGPT, Fathom, and other AI assistants become integrated into financial and legacy planning, clients are asking an important question: “Where does my data go—and is it safe?” In this short Q&A, I’ll walk you through exactly how client data … Continue reading 🤖💬 AI & Client Data: What You Need to Know (Q&A)
When Goliathon Meets the System: Can AI Be Trusted in the Fight for Justice?
Every tool humanity has ever invented has been double-edged.The printing press empowered ordinary people to read scripture and radical pamphlets — but it was also used to spread propaganda.The internet gave rise to grassroots organising — but also mass surveillance. And now, in our generation, the tool in question is AI. The Concern: Whose AI … Continue reading When Goliathon Meets the System: Can AI Be Trusted in the Fight for Justice?
From Tragedy to Justice: Why I Built Goliathon for the Financially Exploited
[Me & Jessica on our wedding day, 20 June 2024] After watching the Footballers V11 documentary, and listening to others who’ve been financially scammed or suffered financial injustice, one thing becomes painfully clear: People have no one.They trust no one.And rightly so. So… why trust me? What can I possibly offer? Well, I’ve been there. … Continue reading From Tragedy to Justice: Why I Built Goliathon for the Financially Exploited
Why Investing in Continuous Training Systems Is Essential for the Age of Automation and Globalisation
“Change is inevitable, but growth is intentional.” We are living in a time where technology and globalisation are rewriting the rules of work faster than most education systems or businesses can keep up. Automation, artificial intelligence, and international competition are transforming industries and disrupting careers. In this landscape, the most valuable resource is not financial … Continue reading Why Investing in Continuous Training Systems Is Essential for the Age of Automation and Globalisation
The GAME Plan for Sovereign Living
One Cycle. Four Steps. A Lifetime of Freedom. 🔷 Proposition Summary The GAME Plan for Sovereign Living is not just a financial planning system—it’s a conscious path for those ready to reclaim autonomy, restore inner harmony, and reshape the world from the inside out. Built on ancient natural cycles and aligned with the Aquarian Age, … Continue reading The GAME Plan for Sovereign Living
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