Making Sense of Microsoft Copilot
This article was recently shared on LinkedIn and received a great response, so we thought it was worth re-posting here for Risk Hub readers. If
Automation
From Admin Overload to Advice Excellence: How Claras.ai can transform your practice
* This is a guest contribution courtesy of Claras.ai Let’s be honest – you didn’t become a financial adviser to spend your evenings writing file
Embracing AI in Advice: Protecting Yourself and Your Clients
As we continue to explore and leverage technology, including AI tools, it’s crucial to balance innovation with responsibility. You won’t find all the answers here,
AI: The Promise, the Hype, and the Practical Reality
Artificial intelligence is everywhere you look, promising to revolutionise every corner of our lives – but there’s still a lot of confusion and concern about
Streamlining Your Writing Journey Using AI
This newsletter first appeared in our LinkedIn series, “AI Essentials for Advisers.” We thought it was worth replicating here to provide valuable insights directly on
New Program Module: Presentation Creation with AI
We are excited to announce the latest addition to our AI Essentials course – “Presentation Creation with AI.” This module is designed to help
AI Essentials Program: A Work in Progress
Discover the New AI Essentials Program: Leveraging AI within your Practice Are you ready to enhance your financial advisory practice with the power of Artificial
Choosing the Right Transcription Tool
In our ongoing efforts to help you make the most of AI, we’ve noticed a recurring topic in our conversations and industry commentary: note-taking apps.
Navigating the AI Rush: A Guide for Advisers
In a recent article, we explored the potential of artificial intelligence (AI) to transform advice businesses. As the AI landscape continues to evolve at a