Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
CMS unveils 2022/2023 annual report: triumphs amidst trials 294 CompliNEWS 12 Oct 2023
Cyprus moves towards tighter regulation of crypto sector 293 CompliNEWS 08 Oct 2023
Key witness accuses crypto mogul Sam Bankman-Fried of financial fraud and cover-ups in tense court testimony 293 CompliNEWS 08 Oct 2023
Sasria records profit, despite July 2021 unrest claims 293 CompliNEWS 08 Oct 2023
Do not rush ‘two-pot’ system – Allan Gray 293 CompliNEWS 08 Oct 2023
Mastering the art of critical thinking and problem-solving 293 CompliNEWS 08 Oct 2023
CMS’s directive stuns medical schemes 293 CompliNEWS 08 Oct 2023
FSCA announces exemptions for specific funds from sections 9A and 16 of the Pension Funds Act 293 CompliNEWS 08 Oct 2023
FSCA levies penalties on unlicensed funeral fund operators 293 CompliNEWS 08 Oct 2023
Justice department challenges R5m fine in court following cyberattack 293 CompliNEWS 08 Oct 2023
Back to top
Working Smart

By Lee Rossini

In today’s environment, clients no longer have to choose between human expertise and advanced technology. Powerful financial strategies emerge when experienced planners work hand-in-hand with artificial intelligence (AI). By combining emotional intelligence, professional judgment and cutting-edge data analysis, clients can receive a more comprehensive, personalised and efficient financial planning experience. Below highlights the benefits each brings, and how together they create a superior client experience.

CPD

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.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.