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Headline Issue Diary Date
£5m (R100m) Ecuador mining investment fraudster faces jail 242 CompliNEWS 23 Sep 2022
Financial advisers need to communicate with clients about inflation 242 CompliNEWS 23 Sep 2022
UK financial adviser banned 242 CompliNEWS 23 Sep 2022
EU report questions compatibility of US FATCA legislation with European data privacy provision 242 CompliNEWS 23 Sep 2022
Danske Bank fined €1.82m for AML transaction monitoring failures 242 CompliNEWS 23 Sep 2022
A credible just transition investment plan is key 242 CompliNEWS 23 Sep 2022
African Bank, Grindrod Bank merger gets nod 242 CompliNEWS 23 Sep 2022
SA the hub for highly organised crimes – new report 242 CompliNEWS 23 Sep 2022
Glencore fined $486m for market manipulation 242 CompliNEWS 23 Sep 2022
Standard Bank employee convicted for fraud 242 CompliNEWS 23 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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