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Headline Issue Diary Date
Covid-19 waves see Liberty’s claim pay-outs jump 60% 225 CompliNEWS 27 May 2022
Financial Services Tribunal – Summary determination involving Martin Lourens and Discovery Life Limited 225 CompliNEWS 27 May 2022
Demarcation Regulations – 2022 escalation of policy benefits 225 CompliNEWS 27 May 2022
Insurance giant Marsh brokers deal for environmentally disastrous pipeline project 225 CompliNEWS 27 May 2022
Regulation of crypto latest 225 CompliNEWS 27 May 2022
FATF – France AML/CFT Mutual Evaluation Report May 2022; Israel 225 CompliNEWS 27 May 2022
Russia sanctions news 225 CompliNEWS 27 May 2022
US SEC fines Wells Fargo Advisors for violating AML 225 CompliNEWS 27 May 2022
Private equity diversification 225 CompliNEWS 27 May 2022
Private equity firms can be catalysts in fighting climate change 225 CompliNEWS 27 May 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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