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Headline Issue Diary Date
Addressing resistance and fostering employee buy-in for your business vision, mission and goals 287 CompliNEWS 25 Aug 2023
SARB governor explains Phala Phala silence 287 CompliNEWS 25 Aug 2023
SEC's new rules and amendments for private fund advisers 287 CompliNEWS 25 Aug 2023
Former OpenSea employee jailed in landmark digital NFT insider-trading case 287 CompliNEWS 25 Aug 2023
Singapore's battle against high-tech money laundering 287 CompliNEWS 25 Aug 2023
Inside the role of a money laundering reporting officer – A glimpse with Jason Holt 287 CompliNEWS 25 Aug 2023
Changing the narrative – Celebrating the power of speaking up – Compliance books 287 CompliNEWS 25 Aug 2023
Business Leadership SA launches anti-corruption guide for corporates 287 CompliNEWS 25 Aug 2023
NHI tax ‘unaffordable’ – organised business 287 CompliNEWS 25 Aug 2023
Consequences of non-compliance with CPD requirements in financial services 287 CompliNEWS 25 Aug 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.

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.

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