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
S&P Global Ratings retains its positive outlook on SA’s credit rating 250 CompliNEWS 18 Nov 2022
NHI to plough ahead – Health Minister 250 CompliNEWS 18 Nov 2022
3Sixty Life appeal bid dismissed, SCA looms 250 CompliNEWS 18 Nov 2022
SARB to discuss interest rate hike next week 250 CompliNEWS 18 Nov 2022
FAIS Ombud 2021/22 Annual Report published 250 CompliNEWS 18 Nov 2022
Law Society of South Africa's free seminar on anti-money laundering and counter financing of terrorism compliance 249 CompliNEWS 11 Nov 2022
The Credit Suisse scandal 2022 – What went wrong this time? 249 CompliNEWS 11 Nov 2022
Crypto-linked terror attacks have quadrupled in the last few years, crypto crime recorded $14bn worth of blockchain transactions in 2021 249 CompliNEWS 11 Nov 2022
How do sanctions work? 249 CompliNEWS 11 Nov 2022
Setting boundaries when asked to do extra work 249 CompliNEWS 11 Nov 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.