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Headline Issue Diary Date
Banks warned against closing crypto accounts 236 CompliNEWS 15 Aug 2022
Latest FAIS Notices including full list of latest suspensions and withdrawals 236 CompliNEWS 15 Aug 2022
Encouraging a sustainable lifestyle 236 CompliNEWS 15 Aug 2022
JFSC fines Lloyds Bank Corporate Markets Plc, Jersey Branch for regulatory and AML/CFT breaches 236 CompliNEWS 15 Aug 2022
SAVCA Venture Capital Conference 2022 236 CompliNEWS 15 Aug 2022
Independent Regulatory Board for Auditors re fees on assurance engagements 236 CompliNEWS 15 Aug 2022
Australia's regulator secures over $102 million in remediation for Freedom Insurance customers 236 CompliNEWS 15 Aug 2022
Latest GDPR enforcement notices 236 CompliNEWS 15 Aug 2022
Draft Amendment of the Rules on Proceedings of the Office of the FAIS Ombud 236 CompliNEWS 15 Aug 2022
FSCA release – update on the African National Congress Staff Provident Fund and Regulatory Intervention 236 CompliNEWS 15 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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