By Lee Rossini
Sustainable finance is becoming an important consideration in the financial industry, especially among clients looking to align their investments with their values. At its core, sustainable finance integrates environmental, social, and governance (ESG) factors into financial decisions. It’s about achieving financial returns while positively impacting society and ...
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By Compli-Serve
South Africa’s status as the most unequal country in the world, as identified by the World Bank, poses a profound ethical and economic dilemma. More than three decades after the advent of democracy, the systemic gap between the rich and poor remains entrenched. The 1998 Truth and Reconciliation ...
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By Compli-Serve
The financial services sector is undergoing profound changes, driven by regulatory reforms and an increasing focus on ethical practices. As we approach 2025, the industry is being reshaped by global and local initiatives aimed at enhancing transparency, accountability, and fairness. In South Africa, where socio-economic inequalities remain deeply ...
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The National Australia Bank (NAB) is under fire for failing 345 customers who sought hardship support during some of their most vulnerable moments. According to documents filed today by ASIC (the Australian Securities and Investments Commission) in the Federal Court, NAB and its subsidiary AFSH Nominees Pty Ltd (AFSH) did ...
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By Lee Rossini
When clients are unhappy with the service they are receiving, they will not necessarily bring it to your attention. Client pain points refer to specific problems or challenges that clients experience when engaging with a business. In a small financial advice business, these pain points can stem from issues such as lack of trust, unclear communication, high and unexplained charges and fees, or difficulty in accessing personalised financial guidance. Addressing these challenges effectively is crucial for maintaining client satisfaction, fostering loyalty, and growing the business.
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