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Headline Issue Diary Date
Text generation and financial advice 258 CompliNEWS 04 Feb 2023
Italian regulator halts AI Chatbot over GDPR concerns 258 CompliNEWS 04 Feb 2023
US SEC flags Crypto on top of the list for 2023 258 CompliNEWS 04 Feb 2023
FTX founder Sam Bankman-Fried heads to court after judge rejects bail request 258 CompliNEWS 04 Feb 2023
Reserve Bank the winner in forfeited funds legal challenge 258 CompliNEWS 04 Feb 2023
South Africa Life Insurance industry report 2022 258 CompliNEWS 04 Feb 2023
UK Supreme Court credit life insurance case could ‘open door’ for hundreds-of-thousands of new claims for UK banks 258 CompliNEWS 04 Feb 2023
Draft proposed Standards under the Financial Institutions and Markets Act of Namibia published for comment 258 CompliNEWS 04 Feb 2023
GDPR Privacy scorecard in 2023 a mixed bag 258 CompliNEWS 04 Feb 2023
Video – the ESG investment backlash begins to have an impact – FT 258 CompliNEWS 04 Feb 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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