AI harnesses for financial advisers: building around the model
What an AI harness does in financial advice, how it could support a client review, and what to test before a firm relies on it.
Writing. Notes on advice technology, systems, work, investing and the ideas I keep returning to. Some are practical guides. Others are attempts to think clearly in public.
What an AI harness does in financial advice, how it could support a client review, and what to test before a firm relies on it.
AI is making implementation cheaper. It is also concentrating ambiguity, exceptions and responsibility in the work that remains.
Daniel Rickard on AI automation, knowledge work and why cheaper implementation concentrates ambiguity, exceptions, judgment and responsibility.
What following the Canberra Raiders taught me about belonging, uncertainty and the value of experiencing the same thing together.
A small set of non-technical habits that meaningfully reduce your odds of account takeover, payment redirection, or identity misuse.
An intentionally unfinished list of ideas that tend to show up on walks.
Understanding Small Cap Premium
Over the past few years, equity markets have seen a stark divergence between small-cap and large-cap stocks, sparking widespread discussion among investors...
A practical take on why open, adversarial verification might be the only scalable way to reduce misinformation.
A practical system for attention: micro focus, macro focus, and fewer open loops.
For background, positioning, and the homepage, see Daniel Rickard (Dan Rickard).