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
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Discovery turns to SCA over R25m payment ruling 273 CompliNEWS 21 May 2023
ConCourt reserves ruling on bank fraudster's appeal bid 273 CompliNEWS 21 May 2023
Hong Kong court recognises crypto as property 273 CompliNEWS 21 May 2023
Retirement fund woes for Post Office employees 273 CompliNEWS 21 May 2023
EU to broaden sanctions against Russia and other countries assisting Kremlin in evading penalties; anti-corruption package 272 CompliNEWS 12 May 2023
The power of voice assistants 272 CompliNEWS 12 May 2023
Annual policy benefit escalations: Demarcation Regulations 272 CompliNEWS 12 May 2023
FST Determination – MP Zibi and Financial Sector Conduct Authority (the Private Security Sector Provident Fund matter) 272 CompliNEWS 12 May 2023
South Africa's insurance industry – navigating challenges and embracing key trends 272 CompliNEWS 12 May 2023
Regulatory overview from the UK – 'meeting the challenge in our changing global markets' 272 CompliNEWS 12 May 2023
Back to top
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.