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
Data security and data privacy 207 CompliNEWS 23 Jan 2022
Legal insurer fraudsters ordered to pay back money 207 CompliNEWS 23 Jan 2022
Brazen Absa employee charged with R103m fraud 207 CompliNEWS 23 Jan 2022
2022 FAIS notices 207 CompliNEWS 23 Jan 2022
New report highlights private equity’s changing legal spend priorities 207 CompliNEWS 23 Jan 2022
ESG shoots up private equity agenda despite dealmakers failing to see financial value 207 CompliNEWS 23 Jan 2022
Employees miss face-to-face communication 207 CompliNEWS 23 Jan 2022
Cyber incidents a major threat for world business – Allianz Risk Barometer study 207 CompliNEWS 23 Jan 2022
Summary of FST decision – Nicolaas Jacobus Du Plessis Wessels and African Wealth Organisation (debarment) 207 CompliNEWS 23 Jan 2022
Ex SARS employee gets 12 years' jail time for R6m fraud, money laundering 207 CompliNEWS 23 Jan 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.