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Headline Issue Diary Date
Data breach puts Norfolk and Suffolk police at risk; lessons for all financial institutions 286 CompliNEWS 20 Aug 2023
South Africa not ready to abandon SWIFT payment system, says finance minister 286 CompliNEWS 20 Aug 2023
2023 Financial Literacy Speech Competition 286 CompliNEWS 20 Aug 2023
Mandatory Trustee Training Toolkit e-learning platform 286 CompliNEWS 20 Aug 2023
FSCA launches Comprehensive Complaints Management Survey 286 CompliNEWS 20 Aug 2023
State Capture Commission results in nine cases and R13bn frozen 286 CompliNEWS 20 Aug 2023
Steinhoff scandal: Dirk Schreiber sentenced to jail, Jooste absent from trial 286 CompliNEWS 20 Aug 2023
UK to adopt new sustainability corporate disclosure standards by 2024 286 CompliNEWS 20 Aug 2023
Favourable ruling for Sanlam in constructive dismissal case 286 CompliNEWS 20 Aug 2023
CIPC updates electronic communication protocols for legal document delivery 286 CompliNEWS 20 Aug 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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