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Headline Issue Diary Date
FSCA warns against increase in regulatory examination misconduct 230 CompliNEWS 03 Jul 2022
JSE joins global ESG exchange 230 CompliNEWS 03 Jul 2022
Property investment firm sues former CEO for more than R166m 230 CompliNEWS 03 Jul 2022
Cybercrime kingpin arrested 230 CompliNEWS 03 Jul 2022
Bank manager jailed for 15 years 230 CompliNEWS 03 Jul 2022
SCA: Commissioner for the South African Revenue Service v Candice-Jean van der Merwe 230 CompliNEWS 03 Jul 2022
Treasury releases new debt instrument 230 CompliNEWS 03 Jul 2022
UBS to pay $25 million to settle SEC fraud charges Involving a complex investment strategy 229 CompliNEWS 24 Jun 2022
Regulator flags PoPIA ‘grey area’ concerns 229 CompliNEWS 24 Jun 2022
Ernst & Young to pay $100 million penalty for employees cheating on ethics exams and misleading Investigators 229 CompliNEWS 24 Jun 2022
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Working Smart

By Lee Rossini

To build a sustainable business in today’s complex environment, financial planners need to offer more than expert recommendations. It requires cultivating strong partnerships with clients built on collaboration. Collaboration is more than just communication; it is the process of working jointly with clients to identify their goals, understand their challenges, and co-create tailored solutions that align with their financial aspirations. By adopting a collaborative approach, planners can gain deeper insights into client needs, strengthen trust, and deliver advice that truly resonates.

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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.

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