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Headline Issue Diary Date
The 2023 Financial Planning Institute of Southern Africa Awards are open for entry 258 CompliNEWS 04 Feb 2023
FATF publishes annual report 258 CompliNEWS 04 Feb 2023
South Africa has the 5th most crypto owners in the world – report 258 CompliNEWS 04 Feb 2023
Three essential compliance considerations for 2023 – Compli-Serve 258 CompliNEWS 04 Feb 2023
FCRMC on greylisting impact 258 CompliNEWS 04 Feb 2023
UK's FCA supports firms through the transition to implementing the Consumer Duty 258 CompliNEWS 04 Feb 2023
UK regulator blocks thousands of misleading ads 258 CompliNEWS 04 Feb 2023
Newsweek publishes a Compliance Officer Beginner's Guide: what basics should you prioritise? 258 CompliNEWS 04 Feb 2023
FSCA issues four more warning notices 258 CompliNEWS 04 Feb 2023
FSCA warns the public against Beyond Options FX 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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