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Headline Issue Diary Date
FST overturns debarment decision in insurance case due to procedural irregularities 292 CompliNEWS 01 Oct 2023
FCA highlights the importance of vigilance in financial crime prevention 292 CompliNEWS 01 Oct 2023
Ensuring a secure retirement – The importance of informed annuity choices – FAIS Ombud 292 CompliNEWS 01 Oct 2023
Financial Inclusion – A call for collective action by the UK's FCA 292 CompliNEWS 01 Oct 2023
OFAC penalises Emigrant Bank for Iran sanctions breaches – The importance of voluntary disclosure 292 CompliNEWS 01 Oct 2023
Information Regulator celebrates IDUAI 2023 in Potchefstroom 291 CompliNEWS 22 Sep 2023
MTI members line up for small dividend 291 CompliNEWS 22 Sep 2023
Data protection experts mull Popia and AI 291 CompliNEWS 22 Sep 2023
Concepts that apply to upholding ethical standards in financial advice 43 CompliNEWS Ethics 24 Sep 2023
Effective strategies for managing underperforming employees 291 CompliNEWS 22 Sep 2023
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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.

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