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Headline Issue Diary Date
New AI offers rewards, and presents risks – researcher 40 CompliNEWS Ethics 10 Mar 2023
Managing compliance and reputational risk in a challenging economic environment; culture of compliance 262 CompliNEWS 03 Mar 2023
ESG is the private equity industry’s next frontier – report 262 CompliNEWS 03 Mar 2023
‘New and improved’ UK GDPR in the offing 262 CompliNEWS 03 Mar 2023
Latest GDPR fines 262 CompliNEWS 03 Mar 2023
Corruption and bribery case study (US) – Ericsson settles breach of 2019 FCPA deferred prosecution agreement 262 CompliNEWS 03 Mar 2023
FSCA warns the public against scams involving requests for advance-fee or bank transfer payments 262 CompliNEWS 03 Mar 2023
Compliance officer book review 262 CompliNEWS 03 Mar 2023
Implementation of the beneficial ownership regime – CIPC 262 CompliNEWS 03 Mar 2023
ESG efforts are being strengthened 262 CompliNEWS 03 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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