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Headline Issue Diary Date
SARS' new auto-assessments system faces initial challenges 280 CompliNEWS 07 Jul 2023
Retirement savings turned nightmare: the astonishing tale of Jon Halana's investment scams 280 CompliNEWS 07 Jul 2023
Investec admits to huge emissions calculation blunder 280 CompliNEWS 07 Jul 2023
UK's FCA calls on asset managers to enhance liquidity management in funds 280 CompliNEWS 07 Jul 2023
Key developments and challenges since the enforcement of POPIA – A two-year review 280 CompliNEWS 07 Jul 2023
UK government considers scrapping EU laws allowing banks to close accounts based on political views 280 CompliNEWS 07 Jul 2023
Gauteng High Court (Pretoria) – Ruling against Assetline SA (Pty) Ltd in reckless credit agreement case 280 CompliNEWS 07 Jul 2023
Code of conduct for funeral services practitioners 280 CompliNEWS 07 Jul 2023
African countries lag in utilising information exchange to combat tax evasion and illicit financial flows, hindering economic development 280 CompliNEWS 07 Jul 2023
Old Mutual appeals High Court ruling on Fidentia scandal liability for over R1.7bn 279 CompliNEWS 30 Jun 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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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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