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Headline Issue Diary Date
South Africa set to unveil groundbreaking crypto regulations 328 CompliNEWS 01 Jul 2024
Crypto firms scrambling for MICA compliance in the EU 328 CompliNEWS 01 Jul 2024
ESG Africa Confidence Index: A benchmark for sustainable business practices across Africa 328 CompliNEWS 01 Jul 2024
Private equity's evolution: Emphasising sustainable value creation and strategic support 328 CompliNEWS 01 Jul 2024
Look beyond the crypto hype: Incorporating blockchain in financial processes 328 CompliNEWS 01 Jul 2024
Binance cracks down on account misuse to uphold market integrity 328 CompliNEWS 01 Jul 2024
Recent developments in the UK crypto regulation landscape 328 CompliNEWS 01 Jul 2024
FSCA sets record R943m penalties to combat financial misconduct 328 CompliNEWS 01 Jul 2024
Importance of advice in the two-pot retirement system 328 CompliNEWS 01 Jul 2024
FSCA warns retirement funds: Submit rule amendments before deadline 328 CompliNEWS 01 Jul 2024
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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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