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Headline Issue Diary Date
Presidency – Measures to address greylisting flagged 244 CompliNEWS 07 Oct 2022
The State of Financial Crime 2022 report 244 CompliNEWS 07 Oct 2022
EU crypto regulations and divided opinion 244 CompliNEWS 07 Oct 2022
New report flags massive credit scam 244 CompliNEWS 07 Oct 2022
Terrorism Bill will criminalise SA citizens – Dear SA 244 CompliNEWS 07 Oct 2022
Business group set to release grey listing research 244 CompliNEWS 07 Oct 2022
Financial soundness workshops and survey for Financial Services Providers 243 CompliNEWS 29 Sep 2022
Dirty money remains major threat to society – Basel AML Index for 2022 published 243 CompliNEWS 29 Sep 2022
SA National Terrorism Financing Risk Assessment 243 CompliNEWS 29 Sep 2022
Be prepared for a performance review 243 CompliNEWS 29 Sep 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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