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Headline Issue Diary Date
FSCA warns consumers against Mashamba Asset Managers and Mzansi Platinum Cover 88 CompliNEWS 02 Sep 2019
FSCA warning against Coinit and Commex 88 CompliNEWS 02 Sep 2019
Major banks shutdown looms over job cuts 88 CompliNEWS 02 Sep 2019
CMS briefs MPs on corruption, constrained budget 87 CompliNEWS 26 Aug 2019
Marketing to your existing client base 87 CompliNEWS 26 Aug 2019
NHI Bill ‘constitutionality sound’ – State Law Adviser 87 CompliNEWS 26 Aug 2019
FST case summary involving Malherbe and Pension Fund Adjudicator & others (Pension Funds Act) 87 CompliNEWS 26 Aug 2019
FSCA publishes new FAIS Notices 87 CompliNEWS 26 Aug 2019
FIC accused of illegally leaking CR17 statements 87 CompliNEWS 26 Aug 2019
Dr Des Leatt's details - RE 1 and RE 5 study material 87 CompliNEWS 26 Aug 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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