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
Ethical governance in focus in SA 43 CompliNEWS Ethics 24 Sep 2023
From compliance to culture – Charting the path to ethical mastery 43 CompliNEWS Ethics 24 Sep 2023
ESG investing – From ethical choice to critical risk management tool 43 CompliNEWS Ethics 24 Sep 2023
The Global Business Ethics Survey 43 CompliNEWS Ethics 24 Sep 2023
Operationalising compliance – A comprehensive guide 43 CompliNEWS Ethics 24 Sep 2023
The pivotal role of corporate culture 43 CompliNEWS Ethics 24 Sep 2023
The ethical imperative of corporate compliance 43 CompliNEWS Ethics 24 Sep 2023
GCR Ratings exempted from key provisions of the 2022 Financial Levies Act 291 CompliNEWS 22 Sep 2023
FSCA RF Notice 20 of 2023 – Exemption under the Pension Funds Act, 1956 291 CompliNEWS 22 Sep 2023
FSCA revokes Salt Asset Management's licence over compliance failures 291 CompliNEWS 22 Sep 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.