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Headline Issue Diary Date
AIH investors likely to lose millions 217 CompliNEWS 01 Apr 2022
FIC assessment of the inherent money laundering and terrorist financing risks – Trust Services Provider sector 217 CompliNEWS 01 Apr 2022
Latest FAIS notices 217 CompliNEWS 01 Apr 2022
FSCA warns the public against Above and Beyond Trading Funeral Undertakers (Pty) Ltd 217 CompliNEWS 01 Apr 2022
FSCA warns the public against Gift of Legacy 217 CompliNEWS 01 Apr 2022
Ukraine war delays bank fraud trial's start 217 CompliNEWS 01 Apr 2022
Solicitors charged with stealing £20m of investors’ money 217 CompliNEWS 01 Apr 2022
Update on FAIS and FICA regulatory reporting 216 CompliNEWS 25 Mar 2022
Post-disaster regulations gazetted 216 CompliNEWS 25 Mar 2022
UK's FCA fines Gam £9.1m (R173.3m) for conflicts of interest 216 CompliNEWS 25 Mar 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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