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
CMS proposals to revise Circular 20 of 2010 regarding the appointment of brokers by a member and/or employer in terms of regulation 28(7) of Medical Schemes Act 234 CompliNEWS 29 Jul 2022
CMS Circular 44 of 2022: Guidance on benefit changes and contribution increases for 2023 234 CompliNEWS 29 Jul 2022
Retirement reform: Draft legislation for the two-pot system 234 CompliNEWS 29 Jul 2022
ESG driving growth 234 CompliNEWS 29 Jul 2022
UK regulator tightens grip on promotion of high-risk investments 234 CompliNEWS 29 Jul 2022
Guidance on the interpretation of Item 3 to Schedule 1 of the FIC Act – Property practitioners including estate agents 234 CompliNEWS 29 Jul 2022
FIC – Draft Directive 6/2022 and draft PCC 116 on screening of employees for competence and integrity, scrutinising employee information against sanctions lists by accountable institutions 234 CompliNEWS 29 Jul 2022
Key Bills published for comment including 2022 draft Revenue Laws Amendment Bill containing proposed amendments dealing with the ‘two-pot’ retirement system commencing 1 March 2023 234 CompliNEWS 29 Jul 2022
Companies targeted over failing transformation drive, black ownership drops to 29.5% 234 CompliNEWS 29 Jul 2022
Reserve Bank announces shift in how it will monitor financial stability, commitments to cryptocurrency regulation and climate change 234 CompliNEWS 29 Jul 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.