SARS is set to significantly expand its visibility into South Africans’ offshore financial interests, with bulk data exchanges from more than 120 jurisdictions expected to begin next month. The Saturday Star reports that the enhanced information-sharing will take place under the Organisation for Economic Co-operation and Development’s expanded Automatic Exchange ...
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By Lee Rossini
In today’s environment, clients no longer have to choose between human expertise and advanced technology. Powerful financial strategies emerge when experienced planners work hand-in-hand with artificial intelligence (AI). By combining emotional intelligence, professional judgment and cutting-edge data analysis, clients can receive a more comprehensive, personalised and efficient financial planning experience. Below highlights the benefits each brings, and how together they create a superior client experience.
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