Jason Pereira

So actual Robo Advisors may not be a thing… And maybe my questions aren’t as great as I am being led to believe. 🧐

Pretty sure I have been saying this for a while.

open.substack.com/pub/jasonper...

All you need is AI...and sporting goods 🧐 The DoW vs Anthropic got wild this week and can someone tell me what they heck is going on with Dick's Sporting Goods.

All you need is AI...and sporting goods 🧐
Seriously, did Dick's Sporting Goods launch an LLM?
open.substack.com/pub/jasonper...

In case you missed it, why Claude Co-Work caused a correction in IBM stock last week. Here's my take from last week's AI for Financial Advisors newsletter.

The next one drops Friday morning, so don't miss it. 

#AI

open.substack.com/pub/jason...

Just under a week until I deliver my vibe coding session at FutureProof Citywide in Miami.
There's still time to sign up!
#AI

futureproofhq.com/citywide/...

Pretty sure I saw this movie Apparently the pentagon has never watched The Terminator. Either that or it thinks Skynet is a good idea.

Pretty sure I saw this movie

Apparently, the Pentagon has never watched The Terminator. Either that or it thinks Skynet is a good idea.

#AI

open.substack.com/pub/jasonper...

Special thaks to Marla Sofer for having me on the Knowing Me, Knowing You to talk about AI and the future of advice

podcasts.apple.com/us/podca...

Haven't signed up for my new newsletter "This Week in AI for Financial Advisors" yet?
Here is a peek of what you're missing
jasonpereira.substack.com/
#fintech

AI in Fintech: What’s Changing Behind the Scenes at Banks - Moolala Artificial intelligence is reshaping financial services, and the biggest changes may be happening where you cannot see them. Bruce speaks with financial planner and fintech expert Jason Pereira about how AI can automate back-office work, improve self

Bruce Sellery was nice enough to have me on Moolala taking Canadian fintech and open banking.
Check out the episode here
moolala.ca/ai-in-fintech-wh...

They have AI in things now Apparently there is more to AI than chatbots and note takers

open.substack.com/pub/jasonper...

It's fine...maybe The biggest L dished out this week didn't happen in the Superbowl, it was on the stock market.

It's fine...maybe
open.substack.com/pub/jasonper...

Because Someone Had To Do It Finally a resource that will MAYBE help you keep up with everthing happening in the world of AI and how it impacts Financial Advisors.

Week 1 of my new newsletter "This Week in AI for Financial Advisors" is officially live

open.substack.com/pub/jasonper...

a soccer game with the words own goal written above it ALT: a soccer game with the words own goal written above it

“I’m not going to defer CPP or OAS or use and RRSP becuase if I die before 70 I get nothing from the first two and will pay a lot of tax on the RRSP”

Me: Yeah, your ghost is going to be so mad 🤦‍♂️

A special thanks to Larry Sprung for having me on the Mitlin Money Mindset Podcast to talk AI, Fiduciary duty, and the industry in general

youtu.be/fd-9qW1oNb0?si=DLB...

Kids are using these illegal caffeine packages. Why doctors say it’s alarming Illegal but easy to find, some pouches are marketed to youth and their popularity is driven by young people’s videos on platforms such as TikTok.

This is what happens when an entire generation grows up having never seen the Jesse takes caffeine pills episode of Saved by the Bell
www.thestar.com/news/gta/sal... via @torontostar

How should advisors speak to clients about total cost reporting? | Investment Executive Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

If an advisor needs to change what they are telling their clients about fees because of increased disclosure, then that client needs to consider get a new advisor.
This was always ethical table stakes.

www.investmentexecutive.com/uncategorize...

Real Estate LOSSES YouTube video by Angry Mortgage Podcast

Thanks to Ron Butler for having me on the Angry Mortgage to discuss the realities of real estate investing.
youtu.be/HrsLfIpj62E?...

A realtor on Twitter once told me I didn’t know what I was talking about because I hadn’t read Rich Dad Poor Dad? That will never stop being funny”

Alts providers talking about their Sharpe Ratios is basically no different than them describing the plot of a fairy tale.

- YouTube Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Jason breaks down salary vs dividends - uncover the tax surprises and retirement considerations you need to know. Don’t miss out on potentially big savings!
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE

Never let the marketing department get hold of a valid strategy that applies to 5% of the population…all they see is the other 95%

- YouTube Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Think dividends are always the better payout option? 🤔 Think again! Explore the surprising tax implications & retirement impacts of dividends vs salary for business owners.
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE

- YouTube Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Dividends vs Salary in Canada: Avoid This Tax Mistake
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxPlanning #BusinessOwner #RetirementPlanning

I might be addicted to vibe coding...

And my analogy has made the headlines 🤣
"It's a really smart, lazy intern": Experts warn against relying on AI for investment decisions

t.co/7abA05YqYW

That is where we are at in Canadian banking. They are playing defence so hard not only are advisors barely allowed to use social media, now big brother is monitoring and reprimanding them on their likes.

Bank advisor who liked a comment calling out banks in general for anti consumer behaviour told me he got a call from compliance to “unlike” the comment.

The irony is the stock is up over 4% on the announcement and they are all still miserable over the divvie cut

Selling to private equity: Return maximization vs company health
youtu.be/WhZiZTN9q80?si=gqr...
#financialplanning
#businessowners

To my friends: light
To my enemies: dark

Lmao