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Headline Issue Diary Date
SARS strike impact on compliance unclear 234 CompliNEWS 29 Jul 2022
FSCA warns the public against a WhatsApp group claiming to be associated with Brenthurst Wealth Management (Pty) Ltd 234 CompliNEWS 29 Jul 2022
Latest FAIS notices 234 CompliNEWS 29 Jul 2022
Old Mutual applies for leave to appeal ruling over Fidentia damages 234 CompliNEWS 29 Jul 2022
Cofi status update 234 CompliNEWS 29 Jul 2022
FSCA launches baseline survey results on financial literacy in SA 234 CompliNEWS 29 Jul 2022
FSCA warns the public against Kamil Lepkowski and Blockchain.com; impersonation case 234 CompliNEWS 29 Jul 2022
Absa employees charged with graft 234 CompliNEWS 29 Jul 2022
De Vries v MEC for Economic Affairs (PAIA) 234 CompliNEWS 29 Jul 2022
Payment service providers vulnerabilities 233 CompliNEWS 22 Jul 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.

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