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Headline Issue Diary Date
CUBE analyses top compliance challenges for global financial services 327 CompliNEWS 21 Jun 2024
US State Department offers $5m bounty for OneCoin founder Ruja Ignatova 327 CompliNEWS 21 Jun 2024
Chainalysis research and analysis 327 CompliNEWS 21 Jun 2024
Financial Services Tribunal dismisses reconsideration application in Outsurance debarment case 327 CompliNEWS 21 Jun 2024
La Grange charged with two counts of racketeering, five counts of fraud, one count of corruption and three counts of the contravention of the Financial Markets Act in Steinhoff affair 327 CompliNEWS 21 Jun 2024
Rand manipulator avoids US jail term 327 CompliNEWS 21 Jun 2024
SA at ‘significant’ risk of terror financing – report 327 CompliNEWS 21 Jun 2024
Analytical thinking and guidelines for effective practice 327 CompliNEWS 21 Jun 2024
EU imposes sanctions on entities supporting Sudan 327 CompliNEWS 21 Jun 2024
Companies having difficulty retaining skilled staff 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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