Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Eastern Cape High Court (Gqeberha) – Multisure Corporation (Pty) Ltd v KGA Life Limited and Others 241 CompliNEWS 18 Sep 2022
Economy faces host of risks, says Godongwana 241 CompliNEWS 18 Sep 2022
Japan's FATF follow-up report 240 CompliNEWS 08 Sep 2022
FATF Asia-Pacific Group rates Pakistan low on 10 out of 11 international goals on AML-CTF; deception 240 CompliNEWS 08 Sep 2022
Phala Phala debacle pushes SA closer to FATF greylisting 240 CompliNEWS 08 Sep 2022
Greylisting could work for SA – the case of Mauritius 240 CompliNEWS 08 Sep 2022
The importance of appreciating your employees 240 CompliNEWS 08 Sep 2022
Solidarity threatens NHI with legal action 240 CompliNEWS 08 Sep 2022
New study reveals SA's graft scourge 240 CompliNEWS 08 Sep 2022
Economic troubles aren’t putting off private equity investors 240 CompliNEWS 08 Sep 2022
Back to top
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.

CPD

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.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.