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Headline Issue Diary Date
Retaining high quality staff 255 CompliNEWS 13 Jan 2023
GDPR fines at record levels 255 CompliNEWS 13 Jan 2023
SARS is clamping down on these business transactions, releases interpretation note 255 CompliNEWS 13 Jan 2023
Private equity dealmakers say don’t ignore firms with bad ESG 255 CompliNEWS 13 Jan 2023
UK Gambling Commission fines Vivaro Ltd over £337 631 (R7m) for AML and social responsibility failings 255 CompliNEWS 13 Jan 2023
Private equity firms tighten focus on cyber defenses 255 CompliNEWS 13 Jan 2023
Money laundering Fishrot suspect appeals High Court ruling 255 CompliNEWS 13 Jan 2023
Decades of price fixing among insurers – competition watchdog 255 CompliNEWS 13 Jan 2023
UK's FCA releases a series of podcasts and webinars on the Consumer Duty requirements 255 CompliNEWS 13 Jan 2023
JSE Clear granted clearing house and Central Counterparty permissions status subject to conditions 255 CompliNEWS 13 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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