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Headline Issue Diary Date
Ubank placed under curatorship with immediate effect 223 CompliNEWS 15 May 2022
The biggest money laundering scandals in banking 223 CompliNEWS 15 May 2022
Turkey remains on the FATF grey list 223 CompliNEWS 15 May 2022
Measures to bolster UK’s dirty money defences but significant gaps remain 223 CompliNEWS 15 May 2022
Russian sanctions and human trafficking 223 CompliNEWS 15 May 2022
Onecoin ‘Crypto Queen’ Ruja Ignatova listed among Europe’s most wanted 223 CompliNEWS 15 May 2022
Couple conned due to TransUnion breach; update on Dischem breach 223 CompliNEWS 15 May 2022
UK trusts may exclude non-green investments – court 223 CompliNEWS 15 May 2022
Clearview AI settles privacy suit over biometric identifiers 223 CompliNEWS 15 May 2022
Threat of penalties drives taxpayer compliance 223 CompliNEWS 15 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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