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Headline Issue Diary Date
Employment equity changes enacted – Sector targets looming large 268 CompliNEWS 14 Apr 2023
ESG tracker 268 CompliNEWS 14 Apr 2023
ESG considerations – Prioritising the overlooked child of social impact 268 CompliNEWS 14 Apr 2023
Civil procedure – Madikizela v Nkosi (cyber bullying) 268 CompliNEWS 14 Apr 2023
Former Marsh executive banned from financial services industry for sending confidential documents to personal email account 268 CompliNEWS 14 Apr 2023
POPIA implementation said to be 'excruciatingly slow' 268 CompliNEWS 14 Apr 2023
70% of participants of a survey fear the threat of crypto money laundering 268 CompliNEWS 14 Apr 2023
Nigeria and its greylisting 268 CompliNEWS 14 Apr 2023
The high cost of ignoring sanctions lists 268 CompliNEWS 14 Apr 2023
New FATF consolidated assessment ratings released 268 CompliNEWS 14 Apr 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.

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