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Headline Issue Diary Date
Standard Bank withdraws mandatory vax policy; Old Mutual 231 CompliNEWS 11 Jul 2022
US firm awarded injunction against cyberattackers 231 CompliNEWS 11 Jul 2022
Investec discloses 2021 total carbon emissions of all the assets it financed in its R528.2bn loan book 231 CompliNEWS 11 Jul 2022
There’s only one shade of grey – FATF deadline edges closer for South Africa 231 CompliNEWS 11 Jul 2022
Organised criminals defrauding bank clients – Sabric 231 CompliNEWS 11 Jul 2022
Central African Republic to roll out digital currency 231 CompliNEWS 11 Jul 2022
Government cautions employers on Covid-19 lapses 231 CompliNEWS 11 Jul 2022
Australian adviser charged with unlicensed advice and dishonesty offences 231 CompliNEWS 11 Jul 2022
Essential adviser technology and improving competitiveness 231 CompliNEWS 11 Jul 2022
Is ESG investing built for the long term? 231 CompliNEWS 11 Jul 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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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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