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Headline Issue Diary Date
US report – Record year for private equity dealmaking 211 CompliNEWS 20 Feb 2022
FSCA fines Pioneer FX & Quintin Moorcroft R2m jointly and debars Quintin Moorcroft for 10 years for contravening financial sector laws 211 CompliNEWS 20 Feb 2022
Developments in UK crypto space could provide clues into SA regulation plans 211 CompliNEWS 20 Feb 2022
Whistleblower House to provide protection 211 CompliNEWS 20 Feb 2022
New Russian financial sanctions, Ukraine 211 CompliNEWS 20 Feb 2022
Company directors allegedly swindled investors out of millions 211 CompliNEWS 20 Feb 2022
Hit errant companies with corruption tax – DA 211 CompliNEWS 20 Feb 2022
BDO SA admits qualifications errors 211 CompliNEWS 20 Feb 2022
ESG not a one-size-fits-all phenomenon 211 CompliNEWS 20 Feb 2022
Deutsche Bank warns staff against deleting WhatsApp messages 211 CompliNEWS 20 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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