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
American Data Privacy and Protection Act in the offing? 233 CompliNEWS 22 Jul 2022
Firm fined for insufficient technical and organisational measures to ensure information security 233 CompliNEWS 22 Jul 2022
Cost of Compliance 2022 report findings 233 CompliNEWS 22 Jul 2022
Russian court fines Google for not censoring Ukraine war content 233 CompliNEWS 22 Jul 2022
SARS lodges R931.1m claim against MTI 233 CompliNEWS 22 Jul 2022
Bank of England, PRA and FCA set out potential measures to oversee critical third parties in a move to increase resilience of the financial sector 233 CompliNEWS 22 Jul 2022
Latest FAIS notices 233 CompliNEWS 22 Jul 2022
Draft amendments to Schedules 1, 2 and 3 to the Financial Intelligence Centre Act 233 CompliNEWS 22 Jul 2022
Toyota v Numsa obo Njilo (Zulu culture) 233 CompliNEWS 22 Jul 2022
Why a failure to amend FICA could see disinvestment in South Africa’s financial institutions 232 CompliNEWS 17 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.

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.