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Headline Issue Diary Date
ESG compliance a ‘top priority’ for treasury departments 212 CompliNEWS 27 Feb 2022
‘Brexit dividend’ rule change prompts fears over data flow with EU 212 CompliNEWS 27 Feb 2022
FATF plenary in March 2022 212 CompliNEWS 27 Feb 2022
Payment platform collecting data unlawfully − rights group 212 CompliNEWS 27 Feb 2022
Errant tax officials not only SA's problem 212 CompliNEWS 27 Feb 2022
Better protection for whistleblowers to be investigated 212 CompliNEWS 27 Feb 2022
FSCA releases draft transformation strategy for the financial services sector 212 CompliNEWS 27 Feb 2022
SA's crypto market will thrive in 2022 – Luno 212 CompliNEWS 27 Feb 2022
UK fast-tracking legislation to tackle foreign money laundering 212 CompliNEWS 27 Feb 2022
New UK rules to track cryptoassets overseas 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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