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Headline Issue Diary Date
SWI director embroiled in money-laundering allegations 257 CompliNEWS 27 Jan 2023
FSCA calls for applications to serve on its new Consumer Advisory Panel 257 CompliNEWS 27 Jan 2023
Attorney loses appeal over email fraud liability, must pay client R1.4m 257 CompliNEWS 27 Jan 2023
RAF to appeal costs ruling, full judgment summary 257 CompliNEWS 27 Jan 2023
Politically exposed person – Once a PEP always a PEP? 257 CompliNEWS 27 Jan 2023
FinTech trends to look out for in 2023 257 CompliNEWS 27 Jan 2023
FSCA YouTube presentations available including irregularity reports 257 CompliNEWS 27 Jan 2023
Webinar – Improving your ethics and compliance programme (US webinar) 257 CompliNEWS 27 Jan 2023
Pensions Fund Act changes 257 CompliNEWS 27 Jan 2023
Australian director banned from providing financial services for four years 257 CompliNEWS 27 Jan 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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