Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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Pick one task, hasten slowly: How to avoid AI decision paralysis
For an advice practice just starting out, AI implementation is daunting and can lead to decision paralysis, and Iress and Signal Advisory research found that 34 per cent are unsure where to begin or which tools to trust. But rushing in with inadequate policies and governance can cause just as many problems as doing nothing.
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