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Headline Issue Diary Date
Tribunal dismisses appeal against debarment for premium manipulation by DCDS representative 293 CompliNEWS 08 Oct 2023
Employee's unauthorised account access leads to debarment – Tribunal dismisses reconsideration in FNB case 293 CompliNEWS 08 Oct 2023
FST determination involving Markus Johannes Jooste v JSE Limited 293 CompliNEWS 08 Oct 2023
Citibank's local branch faces SARS scrutiny over offshore employee secondment 293 CompliNEWS 08 Oct 2023
Compli-Serve presents 293 CompliNEWS 08 Oct 2023
Absa Bank employees convicted of fraud and money laundering 293 CompliNEWS 08 Oct 2023
Charmaine Mokgobi v Capitec Bank (debarment) 293 CompliNEWS 08 Oct 2023
Deadline for tax submissions fast approaching 293 CompliNEWS 08 Oct 2023
FSCA sets deadline for Open Finance activities information request: 10 November 2023 293 CompliNEWS 08 Oct 2023
FCA's new crypto marketing regime – 146 alerts issued in first 24 hours 293 CompliNEWS 08 Oct 2023
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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.

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