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Headline Issue Diary Date
Financial Intelligence Centre Act – Adoption of resolution on Haiti by Security Council of United Nations 249 CompliNEWS 11 Nov 2022
New cash threshold for reporting in terms of FICA kicks in 249 CompliNEWS 11 Nov 2022
Time of death central to insurance payout ruling 249 CompliNEWS 11 Nov 2022
How to secure your data and your business 249 CompliNEWS 11 Nov 2022
What the new ESG rules mean for advisers in the UK 249 CompliNEWS 11 Nov 2022
2022 Definitive Risk and Compliance Benchmark Report, ethics and compliance shortfalls continue globally 39 CompliNEWS Ethics 13 Nov 2022
The importance of independence to a CO’s role 249 CompliNEWS 11 Nov 2022
Insurance Crime Bureau – 2022 Annual Report 249 CompliNEWS 11 Nov 2022
'Insurers, know your war limits' – FA News 249 CompliNEWS 11 Nov 2022
Cybersecurity risks increase for financial institutions relying on the cloud: A discussion with Carlo Massimo (US) 249 CompliNEWS 11 Nov 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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