Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
D-day for South Africa this week – will we turn grey? 260 CompliNEWS 16 Feb 2023
Reserve Bank on role of Financial Sector Contingency Forum, planning for a total electricity blackout 260 CompliNEWS 16 Feb 2023
Hong Kong's SFC fines Jinrui Futures $4.8 million for failures in complying with AML/CFT spanning a period of over three years 260 CompliNEWS 16 Feb 2023
Hong Kong's SFC consults on proposals to regulate virtual asset trading platforms 260 CompliNEWS 16 Feb 2023
39% claim that their investigative and research skills are helping them spot signs of investment fraud – report 260 CompliNEWS 16 Feb 2023
Protection of Personal Information Act – Rules and procedure relating to manner in which a complaint may be referred to and considered for a finding and recommendation by Enforcement Committee 260 CompliNEWS 16 Feb 2023
Information Regulator refers National Department of Health to the Enforcement Committee regarding personal information collected during Covid-19 260 CompliNEWS 16 Feb 2023
Guidance published on the application of section 14(7)(b) of the Pension Funds Act 260 CompliNEWS 16 Feb 2023
'Determination of format of documents in respect of requirements related to the payment of pension fund contributions' updated 260 CompliNEWS 16 Feb 2023
FSCA warns the public against a fraudulent e-mail purporting to be from the FSCA 260 CompliNEWS 16 Feb 2023
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.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.