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Headline Issue Diary Date
FATF mutual evaluation report recognises India’s exemplary efforts against money laundering and terror financing 328 CompliNEWS 01 Jul 2024
FATF Plenary wrap-up: Strategic shifts and key updates on global financial security 328 CompliNEWS 01 Jul 2024
South Africa, Namibia remain on FATF greylist as Monaco is added and Türkiye removed 328 CompliNEWS 01 Jul 2024
Launch of the 4th volume of the African Multidisciplinary Tax Journal (AMTJ) 327 CompliNEWS 21 Jun 2024
PAIA reporting requirements for South African organisations – deadline: 30 June 2024 327 CompliNEWS 21 Jun 2024
Global Data Protection Industry Report 2024–2028: Convergence of capabilities and features leads to increased partnerships, mergers, and acquisitions 327 CompliNEWS 21 Jun 2024
Cyber-attack hits Legal Practitioners Fidelity Fund in South Africa 327 CompliNEWS 21 Jun 2024
Six essential tips for protecting business intelligence data 327 CompliNEWS 21 Jun 2024
ESG spending increases but fee disparities remain – Bfinance 327 CompliNEWS 21 Jun 2024
Post-apartheid South Africa faces new compliance challenges for SMMEs – FA News 327 CompliNEWS 21 Jun 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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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.

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