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Headline Issue Diary Date
Comment invited on accounting paper 228 CompliNEWS 17 Jun 2022
Changes to JSE listing requirements approved 228 CompliNEWS 17 Jun 2022
ESG investment funds under scrutiny for greenwashing 228 CompliNEWS 17 Jun 2022
Compliance & Market Conduct – 'Conduct: The dominant regulatory theme' 227 CompliNEWS 12 Jun 2022
GDPR more important than ever 227 CompliNEWS 12 Jun 2022
GDPR enforcement roundup: Spain stays on Vodafone, record fine in Poland 227 CompliNEWS 12 Jun 2022
FATF news incl. UK strengthening measures to tackle money laundering and terrorist financing; new FATF AML/CFT digital strategy for law enforcement authorities 227 CompliNEWS 12 Jun 2022
HSBC, the Mexican drug cartels and the biggest banking scandal of the century 227 CompliNEWS 12 Jun 2022
EU confirms sixth package of sanctions against Russia 227 CompliNEWS 12 Jun 2022
Compliance less onerous for small businesses – Employment Equity Amendment Bill 227 CompliNEWS 12 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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