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
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Update on Employment Equity Act reporting for 2023 287 CompliNEWS 25 Aug 2023
Addressing resistance and fostering employee buy-in for your business vision, mission and goals 287 CompliNEWS 25 Aug 2023
SARB governor explains Phala Phala silence 287 CompliNEWS 25 Aug 2023
SEC's new rules and amendments for private fund advisers 287 CompliNEWS 25 Aug 2023
Former OpenSea employee jailed in landmark digital NFT insider-trading case 287 CompliNEWS 25 Aug 2023
Singapore's battle against high-tech money laundering 287 CompliNEWS 25 Aug 2023
Inside the role of a money laundering reporting officer – A glimpse with Jason Holt 287 CompliNEWS 25 Aug 2023
Changing the narrative – Celebrating the power of speaking up – Compliance books 287 CompliNEWS 25 Aug 2023
Business Leadership SA launches anti-corruption guide for corporates 287 CompliNEWS 25 Aug 2023
NHI tax ‘unaffordable’ – organised business 287 CompliNEWS 25 Aug 2023
Back to top
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.