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Headline Issue Diary Date
Moving on from a toxic workplace 245 CompliNEWS 13 Oct 2022
Crypto assets recognised as financial products 245 CompliNEWS 13 Oct 2022
Pension Funds Adjudicator releases annual report, major concern is the increasing number of complaints about employers not paying their workers' pension contributions to the retirement funds 245 CompliNEWS 13 Oct 2022
Gauteng High Court (Pretoria) – Standard Bank v Maboea (credit agreement, debt review) 245 CompliNEWS 13 Oct 2022
National Treasury outlines policy direction for the Land Bank; Land Bank reaches agreement with creditors 245 CompliNEWS 13 Oct 2022
FISA makes an urgent submission to the authorities on proposed 'beneficiary ownership' relating to trusts 245 CompliNEWS 13 Oct 2022
Short-term insurance – Proper maintenance of assets critical for insurance-claims experience 245 CompliNEWS 13 Oct 2022
National Treasury’s two-pot retirement system, Taxation Laws Amendment Bill and Tax Administration Laws Amendment Bill 2022 245 CompliNEWS 13 Oct 2022
New legislation spells name change for Pension Funds Tribunal 245 CompliNEWS 13 Oct 2022
Proliferation financing guidance – FIC 245 CompliNEWS 13 Oct 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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