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
Greek data protection regulator issues highest ever GDPR fine 213 CompliNEWS 07 Mar 2022
FSCA warns the public against PRIMEFIN 213 CompliNEWS 07 Mar 2022
FSCA warns the public against Luzuko Burial Society 213 CompliNEWS 07 Mar 2022
New CEO of the Prudential Authority announced 213 CompliNEWS 07 Mar 2022
Insurance Ombudsman warns of rising claims disputes over ‘reckless’ driving clause 213 CompliNEWS 07 Mar 2022
New schedule of fees for registered auditors published in the Government Gazette 213 CompliNEWS 07 Mar 2022
Cryptocurrency and regulation – Government accepts the interventions proposed by the Intergovernmental Fintech Working Group 213 CompliNEWS 07 Mar 2022
African startups raise more than $1bn in 2022 – study 213 CompliNEWS 07 Mar 2022
Hong Kong hotel data breach affects over one million customers 213 CompliNEWS 07 Mar 2022
New Act has far-reaching impact on property sector 213 CompliNEWS 07 Mar 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.