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Headline Issue Diary Date
FCA (UK) enforcement places ‘inadequacy of staff training’ under the microscope 262 CompliNEWS 03 Mar 2023
FATF black list threat 262 CompliNEWS 03 Mar 2023
Africa’s economic powerhouses South Africa and Nigeria placed on the ‘grey list’ 262 CompliNEWS 03 Mar 2023
Banks must do more to support renewables – study 262 CompliNEWS 03 Mar 2023
Tax – Period for disclosures extended 262 CompliNEWS 03 Mar 2023
SARS unveils new tax claim limits 262 CompliNEWS 03 Mar 2023
Guardrisk ordered to pay Ferrari owner R1.82m, full summary of Govender v Guardrisk Insurance Company Limited 262 CompliNEWS 03 Mar 2023
New curator for 3Sixty Life after long spat with PA 262 CompliNEWS 03 Mar 2023
Businessman convicted of Experian data breach skips sentencing, court issues warrant for his arrest 262 CompliNEWS 03 Mar 2023
Santam hit by record claims in 2022 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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