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Headline Issue Diary Date
Competition Tribunal to hear banks forex manipulation case 266 CompliNEWS 31 Mar 2023
Cybercrime victim to get his money back – PSG Wealth Financial Planning must pay Jan Gerber more than R800 000 266 CompliNEWS 31 Mar 2023
Low-cost medical schemes guidelines by June 2023? 266 CompliNEWS 31 Mar 2023
FSCA publishes Final Strategy for Promoting Financial Sector Transformation 266 CompliNEWS 31 Mar 2023
FSCA warns the public against Kranken FX 266 CompliNEWS 31 Mar 2023
Australia's ASIC and IOSCO report on combatting retail market misconduct 266 CompliNEWS 31 Mar 2023
FSCA cancels almost 7 000 dormant retirement funds 265 CompliNEWS 24 Mar 2023
Greater FinTech regulation not far off 265 CompliNEWS 24 Mar 2023
Businesses must prepare for a total blackout 265 CompliNEWS 24 Mar 2023
Protecting your clients against cybercrime 265 CompliNEWS 24 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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