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Headline Issue Diary Date
What is the UK's economic crime bill and what is it expected to achieve? 214 CompliNEWS 11 Mar 2022
EU imposes sanctions and restrictive measures against Russia and Belarus 214 CompliNEWS 11 Mar 2022
Sanctions compliance 214 CompliNEWS 11 Mar 2022
Judgment reserved in NHI certificate of need case 214 CompliNEWS 11 Mar 2022
FNB under fire for sanctioning Russian magnate 214 CompliNEWS 11 Mar 2022
Insurer capital reserves being shored up to manage fifth SA virus wave 214 CompliNEWS 11 Mar 2022
Dilemma of whether or not to move more money offshore as prudential rules change 214 CompliNEWS 11 Mar 2022
Dead people admitted in class action against Mastercard 214 CompliNEWS 11 Mar 2022
Nedbank stalls Sekunjalo hearing 214 CompliNEWS 11 Mar 2022
Three ways to help young employees in times of crisis 213 CompliNEWS 07 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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