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Headline Issue Diary Date
SA's eight ‘corruption hotspots’ 253 CompliNEWS 09 Dec 2022
FSCA fines Stringfellow Financial Services and Stringfellow Group R35m, debars Stringfellow for 20 years and withdraws licence 253 CompliNEWS 09 Dec 2022
Dear CEO letter: UK regulator's expectations of life insurers in relation to the cost of living 253 CompliNEWS 09 Dec 2022
FSCA releases Joint Communication 4 of 2022 – Notice of invitation to comment – Joint Standard – Cybersecurity and Cyber Resilience Requirements 253 CompliNEWS 09 Dec 2022
Thinking positively about the year 253 CompliNEWS 09 Dec 2022
Time is ripe for NHI – Health Department 253 CompliNEWS 09 Dec 2022
SARS moves to auto-register taxpayers 253 CompliNEWS 09 Dec 2022
A promising new GDPR ruling against targeted ads 253 CompliNEWS 09 Dec 2022
Banks SA's most-liked industry – survey 253 CompliNEWS 09 Dec 2022
FTX crypto crisis latest – Former FTX CEO Bankman-Fried arrested in the Bahamas; Capitol hearing 253 CompliNEWS 09 Dec 2022
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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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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.

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