Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
UK regulator urges consumers to carefully consider specific needs for their travel insurance 92 CompliNEWS 30 Sep 2019
Banking - stress testing for human beings 92 CompliNEWS 30 Sep 2019
Financial Services Tribunal publishes its hearing schedule for the rest of 2019 92 CompliNEWS 30 Sep 2019
Information Exchange Agreement signed between FIC and SAPS 92 CompliNEWS 30 Sep 2019
Guidelines needed for AI use – experts 92 CompliNEWS 30 Sep 2019
FIC enters Ramaphosa, Mkhwebane battle 92 CompliNEWS 30 Sep 2019
New FAIS Notices 91 CompliNEWS 23 Sep 2019
New FSCA warnings 91 CompliNEWS 23 Sep 2019
FST case summary involving Naidoo and Coca Cola Shanduka Beverage Provident Fund and others 91 CompliNEWS 23 Sep 2019
Principles and the Conduct of Financial Institutions Bill 14 CompliNEWS Ethics 23 Sep 2019
Working Smart

By Lee Rossini

As artificial intelligence (AI) continues to evolve, small financial advice firms are presented with an opportunity to enhance efficiency and client service without losing the human touch that clients trust. The key to success lies in achieving the right balance – leveraging AI to support, not replace, human financial planners. Here are some guidelines on how to find this balance.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.