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

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Debunking employee myths about compliance 252 CompliNEWS 01 Dec 2022
Allan Gray won't divest from fossil fuels – CIO 252 CompliNEWS 01 Dec 2022
Ex-CEO jailed for nine years for theft, fraud and money laundering 252 CompliNEWS 01 Dec 2022
Sanlam fraudster gets 15 years behind bars 252 CompliNEWS 01 Dec 2022
Postbank loses R18m to cybercrime attacks 252 CompliNEWS 01 Dec 2022
Sanlam and Absa conclude R1trn asset manager deal, African Bank officially acquires Ubank 252 CompliNEWS 01 Dec 2022
SARS clampdown on tax avoidance by multinational enterprises 252 CompliNEWS 01 Dec 2022
Julius Baer International Limited (JBI) fined £18 022 500 (ZAR 387 840 595,50) 252 CompliNEWS 01 Dec 2022
Insurance providers warned not to undervalue cars or other insured items when settling claims 252 CompliNEWS 01 Dec 2022
UK's FCA fines Pembrokeshire Mortgage Centre Ltd £2,4m for serious failings in relation to the British Steel Pension Scheme 252 CompliNEWS 01 Dec 2022
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.