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Headline Issue Diary Date
The FSCA is conducting an investigation into the affairs of Regenesis Markets (Pty) Ltd 226 CompliNEWS 03 Jun 2022
Santam's exposure to KZN floods likely to exceed R3bn 225 CompliNEWS 27 May 2022
Standard Bank employees to be fired over 'ghost accounts' 225 CompliNEWS 27 May 2022
Financial Markets Act – Approved amendments to the JSE Trading Rules – Matched Principal Trade Type 225 CompliNEWS 27 May 2022
Financial Markets Act – Approved amendments to A2X Trading Rules – Matched Principal Trade Type 225 CompliNEWS 27 May 2022
Information Regulator plans for 2022/3 to 2026/7 225 CompliNEWS 27 May 2022
New Zealand's measures to combat money laundering and terrorist financing 225 CompliNEWS 27 May 2022
Technological trends 225 CompliNEWS 27 May 2022
German officials raid Deutsche Bank's DWS over 'greenwashing' claims 225 CompliNEWS 27 May 2022
Compliance lessons from the Uvalde massacre 225 CompliNEWS 27 May 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.

CPD

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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