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Headline Issue Diary Date
Mastering the art of financial storytelling 91 CompliNEWS 23 Sep 2019
New electronic funds transfer directive mooted by FIC and SARB 91 CompliNEWS 23 Sep 2019
Work your data to make it work for you 91 CompliNEWS 23 Sep 2019
NHI Bill - public hearings process explained 91 CompliNEWS 23 Sep 2019
Australian regulator's Regtech voice analytics symposium 91 CompliNEWS 23 Sep 2019
British solicitor struck off for exploiting elderly clients 91 CompliNEWS 23 Sep 2019
Bill of Rights will improve trust in SARS – ombud 91 CompliNEWS 23 Sep 2019
AI and ethics 14 CompliNEWS Ethics 23 Sep 2019
Sobering - the ethics of business 14 CompliNEWS Ethics 23 Sep 2019
Bringing the Board to the ethical culture table 14 CompliNEWS Ethics 23 Sep 2019
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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.

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