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Headline Issue Diary Date
Nedbank to appeal R2m illegal charge ruling 227 CompliNEWS 12 Jun 2022
FSCA appoints Statutory Manager for N-e-FG Administrators (Pty) Ltd 227 CompliNEWS 12 Jun 2022
Subscribers' Note 226 CompliNEWS 03 Jun 2022
Aussie regulator releases Information Sheet on warnings and reprimands given to financial advisers 226 CompliNEWS 03 Jun 2022
High Court Judgment – Sunward Motors v FIC 226 CompliNEWS 03 Jun 2022
R1.5bn tax assessment against family trust 226 CompliNEWS 03 Jun 2022
World's richest families invest more in private equity amid volatile markets – UBS 226 CompliNEWS 03 Jun 2022
South African private equity industry adapts to a changing world 226 CompliNEWS 03 Jun 2022
FSCA issues public warning against Embrace Africa Marketing 226 CompliNEWS 03 Jun 2022
Crypto faces new restrictive AML rules in Europe 226 CompliNEWS 03 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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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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