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Headline Issue Diary Date
More time to comment on NHI Bill 92 CompliNEWS 30 Sep 2019
Discovery refuses insurance claim 92 CompliNEWS 30 Sep 2019
FSCA fines METCI R100m for contravention of financial sector laws 92 CompliNEWS 30 Sep 2019
GDPR data protection fines: a road to nowhere? 92 CompliNEWS 30 Sep 2019
Cases against big UK firms hit seven-year low 92 CompliNEWS 30 Sep 2019
Competition Commission recommendations NHI-oriented 92 CompliNEWS 30 Sep 2019
Compliance deadline pushed out in respect of premium collection by intermediaries 92 CompliNEWS 30 Sep 2019
UK's FCA fines Prudential £23,875,000 for failures relating to non-advised annuities sales 92 CompliNEWS 30 Sep 2019
Hong Kong's SFC reprimands and fines HSBC $2.1 million for breaching telephone recording requirements 92 CompliNEWS 30 Sep 2019
Managing director of Australian financial group banned from providing financial advice for three years 92 CompliNEWS 30 Sep 2019
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Working Smart

By Lee Rossini

As artificial intelligence (AI) continues to evolve, small financial advice firms are presented with an opportunity to enhance efficiency and client service without losing the human touch that clients trust. The key to success lies in achieving the right balance – leveraging AI to support, not replace, human financial planners. Here are some guidelines on how to find this balance.

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