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Headline Issue Diary Date
R26bn in two-pot withdrawals 344 CompliNEWS 20 Oct 2024
Compli-Serve Guidance Note – Understanding and managing proliferation financing risks 344 CompliNEWS 20 Oct 2024
AI-powered automation deemed a key driver of efficiency and job creation in post-pandemic South Africa 344 CompliNEWS 20 Oct 2024
SARS collects R1.74trn for 2023/24 344 CompliNEWS 20 Oct 2024
UKs FCA launches investigation into finfluencers over unlawful financial promotions 344 CompliNEWS 20 Oct 2024
FSCA Communication 39 of 2024 (AML/CFT): September 2024 webinar for accountable institutions 344 CompliNEWS 20 Oct 2024
SARB settles Steinhoff R9bn fund dispute 344 CompliNEWS 20 Oct 2024
Using AI for routine workplace tasks comes with significant risks 344 CompliNEWS 20 Oct 2024
Citigroup struggles with compliance training and staffing amid regulatory overhaul 344 CompliNEWS 20 Oct 2024
TD Bank staff openly joked about lack of adequate compliance controls 344 CompliNEWS 20 Oct 2024
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Working Smart

By Lee Rossini

In the world of financial services, technical expertise remains vital – but it’s no longer enough on its own. As markets shift, client expectations rise, and technologies reshape how advice is delivered, financial advisers must increasingly draw on a robust set of soft skills to remain competitive and relevant. Soft skills are no longer 'nice to have' – they are essential for building trust, navigating complexity, and driving long-term success. According to Professor Adam Grant, an organisational psychologist at Wharton, five soft skills stand out as especially critical for the future. These qualities not only support better client outcomes but also foster stronger teams, smarter innovation, and a more resilient business.

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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.

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