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Headline Issue Diary Date
Amendments to the JSE Listing Requirements: Transferability of securities 10 CompliNEWS 17 Apr 2018
Fit and Proper Competence Register finalised for 1 May? 10 CompliNEWS 17 Apr 2018
Bank charged dead clients for advice 10 CompliNEWS 17 Apr 2018
Guernsey regulator fines locally-based trust firm for compliance failures 10 CompliNEWS 17 Apr 2018
Compli-Serve SA's Regulatory Tracker - April 2018 10 CompliNEWS 17 Apr 2018
Regulations in terms of Financial Markets Act 19 of 2012 10 CompliNEWS 17 Apr 2018
Fit and Proper implementation schedule based on Board Notice 194 of 2017 10 CompliNEWS 17 Apr 2018
FAIS Fit and Proper Requirements Quick Tip 7 of 2018 - transitional provisions 10 CompliNEWS 17 Apr 2018
FSCA warns the public against Jackson Shaw 10 CompliNEWS 17 Apr 2018
Pension Funds Act of 1956 - sustainability reporting and disclosure requirements- comment by 14 May 2018 10 CompliNEWS 17 Apr 2018
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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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