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Headline Issue Diary Date
ESG investment funds under scrutiny for greenwashing 228 CompliNEWS 17 Jun 2022
Compliance & Market Conduct – 'Conduct: The dominant regulatory theme' 227 CompliNEWS 12 Jun 2022
GDPR more important than ever 227 CompliNEWS 12 Jun 2022
GDPR enforcement roundup: Spain stays on Vodafone, record fine in Poland 227 CompliNEWS 12 Jun 2022
FATF news incl. UK strengthening measures to tackle money laundering and terrorist financing; new FATF AML/CFT digital strategy for law enforcement authorities 227 CompliNEWS 12 Jun 2022
HSBC, the Mexican drug cartels and the biggest banking scandal of the century 227 CompliNEWS 12 Jun 2022
EU confirms sixth package of sanctions against Russia 227 CompliNEWS 12 Jun 2022
Compliance less onerous for small businesses – Employment Equity Amendment Bill 227 CompliNEWS 12 Jun 2022
Reserve Bank flags fake Twitter account 227 CompliNEWS 12 Jun 2022
Discovery Life analyses data to catch fraudsters 227 CompliNEWS 12 Jun 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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