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

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
SARB clears Ramaphosa in Phala Phala foreign-exchange probe 286 CompliNEWS 20 Aug 2023
FCSA flags fraud syndicate 286 CompliNEWS 20 Aug 2023
US government issues Africa Gold Advisory amid concerns of illicit activities 286 CompliNEWS 20 Aug 2023
Schroder Investment Solutions unveils ESG guides for advisers 286 CompliNEWS 20 Aug 2023
B-BBEE reporting guidelines for 2021/22 – 13 October 2023 deadline 286 CompliNEWS 20 Aug 2023
Nasasa warns investors amid UAS investigation 286 CompliNEWS 20 Aug 2023
U.S. Treasury sanctions Russian financial elite and business association 286 CompliNEWS 20 Aug 2023
Singapore police crack down on money laundering and forgery ring 286 CompliNEWS 20 Aug 2023
Mazars faces sanctions over audit missteps in Crown Dependencies 286 CompliNEWS 20 Aug 2023
Evaluating risk in TCSPs – A guide by Compli-Serve 286 CompliNEWS 20 Aug 2023
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.