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
A glance inside the murky world of Mirror Trading International 221 CompliNEWS 29 Apr 2022
Information Regulator monitors the Department of Health on POPIA compliance 221 CompliNEWS 29 Apr 2022
How private equity firm lost billions in Resolution Insurance 221 CompliNEWS 29 Apr 2022
Klarna Bank fined equivalent of R12 million for GDPR failings 221 CompliNEWS 29 Apr 2022
National Australia Bank avoids AUSTRAC fine, assessing cost of compliance 221 CompliNEWS 29 Apr 2022
Green investment no longer a 'nice-to-have' 221 CompliNEWS 29 Apr 2022
Standard Bank agrees to green non-binding resolution 221 CompliNEWS 29 Apr 2022
Western Cape High Court – Profmed v Steyn (Medical scheme membership termination) 221 CompliNEWS 29 Apr 2022
Proposed JSE listing requirement amendments published 221 CompliNEWS 29 Apr 2022
SARS warns of increase in scams targeting taxpayers’ personal information 221 CompliNEWS 29 Apr 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.