By Compli-Serve
On 20 June 2025, the Financial Action Task Force (FATF) issued a critical report titled Complex Proliferation Financing and Sanctions Evasion Schemes. The publication delivers a sobering assessment of global vulnerabilities in countering the financing of weapons of mass destruction (WMD), revealing just how far the international community ...
Read More
By Lee Rossini
In the current volatile, rapidly changing and uncertain climate, clients are looking for more than just investment advice from their financial planners. The lack of certainty and safety in the markets tends to make investors more anxious and reactive. In this environment, financial planners must act not only as strategists but also as guides and confidants. Here’s what clients are increasingly expecting.
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.
