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
Property investment firm sues former CEO for more than R166m 230 CompliNEWS 03 Jul 2022
Cybercrime kingpin arrested 230 CompliNEWS 03 Jul 2022
Bank manager jailed for 15 years 230 CompliNEWS 03 Jul 2022
SCA: Commissioner for the South African Revenue Service v Candice-Jean van der Merwe 230 CompliNEWS 03 Jul 2022
Treasury releases new debt instrument 230 CompliNEWS 03 Jul 2022
UBS to pay $25 million to settle SEC fraud charges Involving a complex investment strategy 229 CompliNEWS 24 Jun 2022
Regulator flags PoPIA ‘grey area’ concerns 229 CompliNEWS 24 Jun 2022
Ernst & Young to pay $100 million penalty for employees cheating on ethics exams and misleading Investigators 229 CompliNEWS 24 Jun 2022
Shoprite customer data auctioned by dark web extortion gang 229 CompliNEWS 24 Jun 2022
5 ways to make your workplace more inclusive 229 CompliNEWS 24 Jun 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.