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Headline Issue Diary Date
Financial planning basics 145 CompliNEWS 13 Oct 2020
FST case summary involving Fredericks and Direct Axis (Pty) Ltd 145 CompliNEWS 13 Oct 2020
Banking sector money laundering and terrorism financing risk assessment 145 CompliNEWS 13 Oct 2020
MTBPS date announced 145 CompliNEWS 13 Oct 2020
UK bans IFA directors who provided false and misleading SIPP declarations 145 CompliNEWS 13 Oct 2020
Parliament tackling massive input on NHI Bill 145 CompliNEWS 13 Oct 2020
ASISA – Threat of prescription is overstated 145 CompliNEWS 13 Oct 2020
Beneficiaries of fully underwritten life policies received R16.7 billion in death benefits in 2019 145 CompliNEWS 13 Oct 2020
Compli-Serve Namibia launches with financial services’ local at the helm 145 CompliNEWS 13 Oct 2020
Data protection during a pandemic 145 CompliNEWS 13 Oct 2020
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Working Smart

By Lee Rossini

Strategic planning is essential for any business operating in a highly regulated, competitive, and rapidly changing environment. Banks, insurers, asset managers, and fintech companies use strategic planning frameworks to assess market conditions, allocate resources, manage risks, and achieve long-term objectives. Several models are commonly used, each offering distinct benefits and limitations.

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