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Headline Issue Diary Date
Reserve Bank caps insurance cover at R100 000 266 CompliNEWS 31 Mar 2023
Information Regulator outcomes of complaints investigated and assessments conducted in relation to POPIA and PAIA 266 CompliNEWS 31 Mar 2023
Staying tech savvy 266 CompliNEWS 31 Mar 2023
UK regulator sets clear plan for next 12 months 266 CompliNEWS 31 Mar 2023
UK government sets out regulatory proposals for marketing cryptoassets 266 CompliNEWS 31 Mar 2023
TikTok hit with $15.7m UK fine for misusing children’s data 266 CompliNEWS 31 Mar 2023
CSIR collaborates with SAPS to strengthen cybercrime efforts 266 CompliNEWS 31 Mar 2023
Risk and compliance returns must be submitted to the FIC by 31 July 2023 – Only certain accountable institutions affected 266 CompliNEWS 31 Mar 2023
How to navigate the FATF greylistings 266 CompliNEWS 31 Mar 2023
What one can learn from the greylisting 266 CompliNEWS 31 Mar 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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