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Headline	Issue	Diary	Date
Ombud seeks independence from SARS	89	CompliNEWS	08 Sep 2019
Attracting new clients	89	CompliNEWS	08 Sep 2019
Liability of financial advisors for investments that go bad	89	CompliNEWS	08 Sep 2019
Credit Act amendments to be cautiously implemented	89	CompliNEWS	08 Sep 2019
More changes to auditors’ code of conduct	89	CompliNEWS	08 Sep 2019
FSCA website down again this weekend	89	CompliNEWS	08 Sep 2019
Retirement Funds Supervision Division Conference - live streaming, You Tube	89	CompliNEWS	08 Sep 2019
An intensive FICA visit could await you	89	CompliNEWS	08 Sep 2019
Five ways in which your conduct could invalidate your insurance policy	89	CompliNEWS	08 Sep 2019
Man appears at court for destruction of documents offence in the UK	89	CompliNEWS	08 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.