Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Consumers vs big banks – An unequal battle 292 CompliNEWS 01 Oct 2023
Deadline for NPA Bill submissions extended 292 CompliNEWS 01 Oct 2023
Johannesburg's reputation as a financial hub declines, greylisting not helping matters 292 CompliNEWS 01 Oct 2023
Road Accident Fund faces backlash over proposed amendments 292 CompliNEWS 01 Oct 2023
Surge in SA's monetary base due to new policy framework, Central Bank reports 292 CompliNEWS 01 Oct 2023
SCA rules on Group Schemes in Insurance Act 292 CompliNEWS 01 Oct 2023
Amnesty International accuses Indian authorities of misusing global terrorism financing recommendations 292 CompliNEWS 01 Oct 2023
BEE.conomics survey reveals transformation trends in South African asset management 292 CompliNEWS 01 Oct 2023
FSCA launches its new Trustee Training Toolkit e-learning platform 292 CompliNEWS 01 Oct 2023
FSCA applauds Tribunal's decision on Markus Jooste's penalty 292 CompliNEWS 01 Oct 2023
Working Smart

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.

CPD

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.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.