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Headline Issue Diary Date
FSCA fines Brite Advisors South Africa R10 million and withdraws its licence; Mr Nigel Green R2.5 million and debars him for five years 225 CompliNEWS 27 May 2022
Reserve Bank flags FATF meeting as ‘emerging risk’, concerns over possible FATF grey listing 225 CompliNEWS 27 May 2022
Covid-19 waves see Liberty’s claim pay-outs jump 60% 225 CompliNEWS 27 May 2022
Financial Services Tribunal – Summary determination involving Martin Lourens and Discovery Life Limited 225 CompliNEWS 27 May 2022
Demarcation Regulations – 2022 escalation of policy benefits 225 CompliNEWS 27 May 2022
Insurance giant Marsh brokers deal for environmentally disastrous pipeline project 225 CompliNEWS 27 May 2022
Regulation of crypto latest 225 CompliNEWS 27 May 2022
FATF – France AML/CFT Mutual Evaluation Report May 2022; Israel 225 CompliNEWS 27 May 2022
Russia sanctions news 225 CompliNEWS 27 May 2022
US SEC fines Wells Fargo Advisors for violating AML 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.

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