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Headline Issue Diary Date
Financial Services Tribunal – Erasmus v FSCA and Another (FSR Act) 215 CompliNEWS 17 Mar 2022
Economic Crime Act receives Royal Assent 215 CompliNEWS 17 Mar 2022
Financial Services Tribunal – Van Schalkwyk v PFA and Others (allocation of death benefits) 215 CompliNEWS 17 Mar 2022
Standard Bank to end coal and fracking funding 215 CompliNEWS 17 Mar 2022
Covid-19 crisis: Workplace code of practice issued; more rulings on workplace vaccinations 215 CompliNEWS 17 Mar 2022
Cryptoasset scams double in 2021 214 CompliNEWS 11 Mar 2022
US' FINRA fines Deutsche Bank Securities, Inc. $2 million for best execution violations 214 CompliNEWS 11 Mar 2022
US' SEC charges call centre operators in $58 million penny stock scheme 214 CompliNEWS 11 Mar 2022
UK's FCA to consult on use of 'side pockets' for retail funds with exposure to sanctioned and suspended Russian assets 214 CompliNEWS 11 Mar 2022
Remote learning in a hybrid organisation 214 CompliNEWS 11 Mar 2022
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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