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
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
FSCA warns the public against Ubuntu Society Forex Trading 90 CompliNEWS 16 Sep 2019
FATF meets Duke of Cambridge and Lord Hague at Kensington Palace to discuss United for Wildlife Financial Taskforce 90 CompliNEWS 16 Sep 2019
Online fraud syndicate in Australia dismantled after siphoning millions from shares and retirement accounts 90 CompliNEWS 16 Sep 2019
FSCA fines 4 Africa Exchange (Pty) Ltd R30 000 for filing its financial statements over a year late 90 CompliNEWS 16 Sep 2019
The UK's preparedness for Brexit in financial services: the state of play 90 CompliNEWS 16 Sep 2019
More GRAP standards amendments mooted 90 CompliNEWS 16 Sep 2019
South African regulator fines Steinhoff record amount for misleading markets 89 CompliNEWS 08 Sep 2019
FST case summary involving Khumalo & 6 others and Prudential Authority 89 CompliNEWS 08 Sep 2019
Photographic memory caused major data breach 89 CompliNEWS 08 Sep 2019
Zimbabwean Bill targets ‘suspicious wealth’ 89 CompliNEWS 08 Sep 2019
Back to top
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.