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Headline Issue Diary Date
The Whistleblowing Non-Retaliation Toolkit – eBook 38 CompliNEWS Ethics 18 Sep 2022
Tracking ethics and compliance programme performance 38 CompliNEWS Ethics 18 Sep 2022
Compliance dashboards – Add an ethics section 38 CompliNEWS Ethics 18 Sep 2022
Corporate ethics, corporate boards and compliance 38 CompliNEWS Ethics 18 Sep 2022
The importance of appreciating your employees 38 CompliNEWS Ethics 18 Sep 2022
FCA statement regarding potential enforcement action against Link Fund Solutions Ltd 241 CompliNEWS 18 Sep 2022
Treasury and FIC stand firm on amendment to FICA schedules 241 CompliNEWS 18 Sep 2022
Cryptos trade digital carbon offsets online 241 CompliNEWS 18 Sep 2022
Proposed two-pot retirement system will take effect from 1 March 2024 – Treasury, ASISA sceptical 241 CompliNEWS 18 Sep 2022
FSCA hosts financial soundness workshop for Financial Services Providers (FSPs) 241 CompliNEWS 18 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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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.

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