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
Crypto regulation and central bank digital currencies in 2022 206 CompliNEWS 16 Jan 2022
Statewide Superannuation in Australia to pay $4 million penalty for misleading insurance correspondence to members 206 CompliNEWS 16 Jan 2022
Westpac NZ issues warning over sophisticated scam 206 CompliNEWS 16 Jan 2022
Regulatory Examination (RE) schedule for 2022 released 206 CompliNEWS 16 Jan 2022
FinTech, RegTech & the role of compliance in 2022: challenges arising from technological opportunities 206 CompliNEWS 16 Jan 2022
The cycle of ESG and Compliance 206 CompliNEWS 16 Jan 2022
A ‘turbulent but encouraging’ 2022 for South Africa’s Private Equity Industry – SAVCA 206 CompliNEWS 16 Jan 2022
Western Cape High Court: Benatar v Black Academic Caucus (PAIA request) 206 CompliNEWS 16 Jan 2022
Whistle-blowers move to change Act 206 CompliNEWS 16 Jan 2022
Will FATF add the UAE to the ‘grey list’? 206 CompliNEWS 16 Jan 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.