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

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Proposed amendments to the Banking Regulations 240 CompliNEWS 08 Sep 2022
SARB's AC DebiCheck project targets rogue agents 240 CompliNEWS 08 Sep 2022
Global Fintech investment declined in 2021 – study 240 CompliNEWS 08 Sep 2022
Warning of scams over R47.3bn unclaimed retirement funds 240 CompliNEWS 08 Sep 2022
Parliament scrutinises closure of bank accounts; Nedbank to keep Sekunjalo accounts open, pending ruling 240 CompliNEWS 08 Sep 2022
How dirty money was filtered through Sasfin accounts 240 CompliNEWS 08 Sep 2022
Gauteng High Court – Regiments v NDPP (Release of funds; Prevention of Organised Crime Act 121 of 1998) 240 CompliNEWS 08 Sep 2022
Date set for MTBPS in Parliament 240 CompliNEWS 08 Sep 2022
Property Practitioners Regulatory Authority in disarray; more staff suspensions and charges likely 240 CompliNEWS 08 Sep 2022
Fighting financial crime – the force multiplier effect 240 CompliNEWS 08 Sep 2022
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.