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Headline Issue Diary Date
The role of private equity investment in Africa's transformation 270 CompliNEWS 28 Apr 2023
Crypto regulation is challenging 270 CompliNEWS 28 Apr 2023
TCF – Australian regulator calls on investment product issuers to ‘lift their game’ on design and distribution obligations 270 CompliNEWS 28 Apr 2023
Greenwashing and financial advice 270 CompliNEWS 28 Apr 2023
Karabo Freddy Simon Tholo v Old Mutual (debarment process – s 14(2)(a)) 270 CompliNEWS 28 Apr 2023
Jooste instigated R16bn swindle, Steinhoff trial hears 270 CompliNEWS 28 Apr 2023
Civil procedure etc – Bester v Mirror Trading International (crypto fraud) 270 CompliNEWS 28 Apr 2023
Mastering the art of referrals 270 CompliNEWS 28 Apr 2023
Pension funds – FST case – Enforcement of maintenance orders through the complaint provisions of the Pension Funds Act 270 CompliNEWS 28 Apr 2023
Non-profit organisations' notice withdrawn 270 CompliNEWS 28 Apr 2023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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