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Headline Issue Diary Date
Share price and reputational damage – AML failings 212 CompliNEWS 27 Feb 2022
UK gambling group £9.4m for AML and social responsibility failings 212 CompliNEWS 27 Feb 2022
ESG investment performance in perspective 212 CompliNEWS 27 Feb 2022
British duo indicted in US over multi-million-dollar scheme 212 CompliNEWS 27 Feb 2022
UK regulator to hike salaries after vote for industrial action 212 CompliNEWS 27 Feb 2022
Top compliance considerations for 2022 212 CompliNEWS 27 Feb 2022
FSCA launches accredited financial literacy facilitator course 212 CompliNEWS 27 Feb 2022
Terrorist Finance – US names four SA-based alleged Isis facilitators 212 CompliNEWS 27 Feb 2022
Code of conduct for auditors revised 212 CompliNEWS 27 Feb 2022
Tax Court Cape Town – Summary of determination involving F Taxpayer and CSARS (Direct appeal to tax court after additional assessments by SARS) 212 CompliNEWS 27 Feb 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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