By Compli-Serve
South African financial institutions are facing a particularly active period of regulatory consultation. Some instruments are open for comment now, while others are progressing towards parliamentary or regulatory consultation and should already be on compliance teams’ watchlists. The important distinction is between documents on which stakeholders can presently ...
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By Lee Rossini
Financial coaching is a valuable service offered by some financial advice businesses to support clients to develop healthier financial habits, make informed decisions and take greater control of their financial lives. While traditional financial advice often focuses on investments, retirement planning, insurance and other technical matters, financial coaching places greater emphasis on the client’s behaviour, goals and relationship with money.
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