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Headline Issue Diary Date
Former Goldman Sachs banker jailed in 1MDB matter 263 CompliNEWS 10 Mar 2023
Civil procedure – Moodley NO and Others v Public Investment Corporation SOC Limited and Others 263 CompliNEWS 10 Mar 2023
Thomson Reuters – 10 global compliance concerns for 2023 263 CompliNEWS 10 Mar 2023
HSBC and Nationwide in UK restrict customer crypto purchases as consumer-risk fears grow 263 CompliNEWS 10 Mar 2023
Belgium a leader in freezing Russian assets 263 CompliNEWS 10 Mar 2023
Legitimate interest and access to the UBO-register 263 CompliNEWS 10 Mar 2023
2023 is set to be a crucial year for ESG but greenwashing remains a problem 263 CompliNEWS 10 Mar 2023
Australian bank penalised in relation to Home Loan Introducer Program 263 CompliNEWS 10 Mar 2023
Compensation for financial-advice-related misconduct in Australia 263 CompliNEWS 10 Mar 2023
How ethics affects business performance 40 CompliNEWS Ethics 10 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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