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Headline Issue Diary Date
FCA highlights the importance of vigilance in financial crime prevention 292 CompliNEWS 01 Oct 2023
Ensuring a secure retirement – The importance of informed annuity choices – FAIS Ombud 292 CompliNEWS 01 Oct 2023
Financial Inclusion – A call for collective action by the UK's FCA 292 CompliNEWS 01 Oct 2023
OFAC penalises Emigrant Bank for Iran sanctions breaches – The importance of voluntary disclosure 292 CompliNEWS 01 Oct 2023
Information Regulator celebrates IDUAI 2023 in Potchefstroom 291 CompliNEWS 22 Sep 2023
MTI members line up for small dividend 291 CompliNEWS 22 Sep 2023
Data protection experts mull Popia and AI 291 CompliNEWS 22 Sep 2023
Concepts that apply to upholding ethical standards in financial advice 43 CompliNEWS Ethics 24 Sep 2023
Effective strategies for managing underperforming employees 291 CompliNEWS 22 Sep 2023
FAIS Ombud proposes no levy increase for 2024/25; FSCA suggests 6% hike, invites public comments 291 CompliNEWS 22 Sep 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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