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Headline Issue Diary Date
Turkey remains on the FATF grey list 223 CompliNEWS 15 May 2022
Measures to bolster UK’s dirty money defences but significant gaps remain 223 CompliNEWS 15 May 2022
Russian sanctions and human trafficking 223 CompliNEWS 15 May 2022
Onecoin ‘Crypto Queen’ Ruja Ignatova listed among Europe’s most wanted 223 CompliNEWS 15 May 2022
Couple conned due to TransUnion breach; update on Dischem breach 223 CompliNEWS 15 May 2022
UK trusts may exclude non-green investments – court 223 CompliNEWS 15 May 2022
Clearview AI settles privacy suit over biometric identifiers 223 CompliNEWS 15 May 2022
Threat of penalties drives taxpayer compliance 223 CompliNEWS 15 May 2022
Banking service ombudsman received and investigated a record number of complaints in 2021 223 CompliNEWS 15 May 2022
Financial adviser sentenced to 12 years in prison 223 CompliNEWS 15 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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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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