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Headline Issue Diary Date
Carve-out exceptions to the proposed new list of accountable institutions will be resisted – FIC 237 CompliNEWS 22 Aug 2022
French DPA (CNIL) has imposed a fine of EUR 600,000 on ACCOR SA for insufficient fulfilment of data subjects' rights 237 CompliNEWS 22 Aug 2022
Startups among entities to face tougher laws as Kenya moves to protect personal data 237 CompliNEWS 22 Aug 2022
Compliance dashboards 237 CompliNEWS 22 Aug 2022
Treasury assures small businesses of less onerous compliance rules 237 CompliNEWS 22 Aug 2022
The importance of a Tax Ombud for SA taxpayers 237 CompliNEWS 22 Aug 2022
UK regulator looks for external experts to help shape its work on ESG issues 237 CompliNEWS 22 Aug 2022
Compensation for financial-advice-related misconduct in Australia 237 CompliNEWS 22 Aug 2022
Fund manager under fire for ties with ‘anti-ESG’ group 237 CompliNEWS 22 Aug 2022
How to overcome burnout 237 CompliNEWS 22 Aug 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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