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
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Changes to Trust Property Control Act may be heard in the courts following General Laws promulgation 255 CompliNEWS 13 Jan 2023
Independent advice model 'increasingly important' in the UK 255 CompliNEWS 13 Jan 2023
Investigation of cryptocurrency complaints – Office of the FAIS Ombud 255 CompliNEWS 13 Jan 2023
Hawarden v Edward Nathan Sonnenbergs Inc (Cyber-fraud following business email compromise) 255 CompliNEWS 13 Jan 2023
Irba warns of dangers of AI 255 CompliNEWS 13 Jan 2023
Recession fears grow, PwC’s 26th Annual Global CEO Survey 255 CompliNEWS 13 Jan 2023
JPMorgan must face Ray-Ban lawsuit over cyber theft 255 CompliNEWS 13 Jan 2023
Report – FATF spared large economies from pressure over AML gaps 255 CompliNEWS 13 Jan 2023
Latest on FTX collapse, and crypto news 255 CompliNEWS 13 Jan 2023
SA meets with FATF in Morocco in last-ditch attempt to avoid greylisting 255 CompliNEWS 13 Jan 2023
Back to top
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.