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Headline Issue Diary Date
FSCA issues public warning against Embrace Africa Marketing 226 CompliNEWS 03 Jun 2022
Crypto faces new restrictive AML rules in Europe 226 CompliNEWS 03 Jun 2022
Is South Africa’s FSCA doing enough to stop illegal trading? 226 CompliNEWS 03 Jun 2022
Bills under consideration by the National Assembly – PMG 226 CompliNEWS 03 Jun 2022
The benefits of professional coaching 226 CompliNEWS 03 Jun 2022
New service charter adopted at SARS 226 CompliNEWS 03 Jun 2022
Screening for PEP risk 226 CompliNEWS 03 Jun 2022
Rabobank knew about money laundering for years, according to new report 226 CompliNEWS 03 Jun 2022
Employee charged with insider trading in the first-ever such case involving digital assets 226 CompliNEWS 03 Jun 2022
Virtual banking app caters for children 226 CompliNEWS 03 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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