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Headline Issue Diary Date
Discovery Life's leave to appeal stockbroker’s R25m payment dismissed 272 CompliNEWS 12 May 2023
JP Markets back in business after R100 000 fine 272 CompliNEWS 12 May 2023
IMF slams Zim's gold-backed digital currency 272 CompliNEWS 12 May 2023
New scam reporting site in the pipeline for SA consumers 272 CompliNEWS 12 May 2023
£4m (R90m) Ponzi scheme duo jailed in the UK 272 CompliNEWS 12 May 2023
SA caught in the new Cold War 272 CompliNEWS 12 May 2023
SA insurance companies could soon require surge protectors on appliances 272 CompliNEWS 12 May 2023
Enhancing transparency and combatting financial crimes: the impact of the new definition of 'beneficial owner' 272 CompliNEWS 12 May 2023
The importance of proactive compliance strategies: buckle up for a smooth ride 272 CompliNEWS 12 May 2023
Modernising Australia's anti-money laundering and counter-terrorism financing regime 272 CompliNEWS 12 May 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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