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Headline Issue Diary Date
Local CIS industry celebrates R3 trillion in assets under management for the 1st time 214 CompliNEWS 11 Mar 2022
Life insurers report a surge in death claims during COVID-19 third wave 214 CompliNEWS 11 Mar 2022
Event – Compliance and the 4th industrial revolution 214 CompliNEWS 11 Mar 2022
Top up retail savings bonds launch 214 CompliNEWS 11 Mar 2022
Latest FAIS Notices 214 CompliNEWS 11 Mar 2022
FIC fines eight accountable institutions for failure to comply with registration and/or reporting obligations under the FIC Act 214 CompliNEWS 11 Mar 2022
Latest insurance news from Sanlam and Momentum Metropolitan 214 CompliNEWS 11 Mar 2022
PoPIA and electronic direct marketing 214 CompliNEWS 11 Mar 2022
Switzerland at risk of EU blacklist after Credit Suisse leak 214 CompliNEWS 11 Mar 2022
FinCEN (US) issues alert on potential Russian sanctions evasion through crypto currencies or assets 214 CompliNEWS 11 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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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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