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

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
New wave of fraud targeting bank customers – OBS 212 CompliNEWS 27 Feb 2022
UK companies must make climate-related disclosures 211 CompliNEWS 20 Feb 2022
Mirror Trading International suspect arrested 211 CompliNEWS 20 Feb 2022
Study flags Wall Street links to cryptocurrencies 211 CompliNEWS 20 Feb 2022
Regulator for .za namespace seeks new operator 211 CompliNEWS 20 Feb 2022
Gauteng High Court (Johannesburg) – Ragavan and Others v Optimum Coal Terminal (Pty) Ltd and Others (powers of directors and business rescue practitioners – Companies Act) 211 CompliNEWS 20 Feb 2022
Old Mutual received higher than expected death claims 211 CompliNEWS 20 Feb 2022
How to write better emails 211 CompliNEWS 20 Feb 2022
National Budget 2022 211 CompliNEWS 20 Feb 2022
An omnibus Bill involving amendments to various finance-related Acts for public comment 211 CompliNEWS 20 Feb 2022
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.