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Headline Issue Diary Date
Cybercrime: Growing threat is getting attention – Minister 229 CompliNEWS 24 Jun 2022
NAMFISA releases 2022/2023 Business Plan 229 CompliNEWS 24 Jun 2022
Aussie regulator releases useful financial crime guides 229 CompliNEWS 24 Jun 2022
In brief – Samsung Australia and MTN fined for misleading customers 229 CompliNEWS 24 Jun 2022
Tether releases crypto token tied to UK pound 229 CompliNEWS 24 Jun 2022
Former SARS employee charged with tax fraud 229 CompliNEWS 24 Jun 2022
Google Analytics is being banned in more jurisdictions 229 CompliNEWS 24 Jun 2022
SEC charges private equity adviser for undisclosed disproportionate allocation of transaction expenses to advised fund 229 CompliNEWS 24 Jun 2022
Cybersecurity, privacy, data and regulatory compliance rank as top IT audit risks 229 CompliNEWS 24 Jun 2022
Know Your Country-global anti-money laundering research tool 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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