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Headline Issue Diary Date
Banking service ombudsman received and investigated a record number of complaints in 2021 223 CompliNEWS 15 May 2022
Financial adviser sentenced to 12 years in prison 223 CompliNEWS 15 May 2022
Gauteng High Court (Johannesburg) – Musa v King Price Insurance Company (cancellation of short-term insurance policy due to breach) 223 CompliNEWS 15 May 2022
Landmark ruling boost for divorcing spouses 223 CompliNEWS 15 May 2022
NHI is a moral imperative – Discovery boss 223 CompliNEWS 15 May 2022
Sasria probes cap on total payouts 222 CompliNEWS 06 May 2022
Gauteng High Court (Pretoria) – Arnaud v Balanced Future Fund (Review of pension fund distribution – FSRA/PFA) 222 CompliNEWS 06 May 2022
Reserve Bank stopped Guptas’ money-laundering 222 CompliNEWS 06 May 2022
There is far too much groupthink in ESG investing – FT 222 CompliNEWS 06 May 2022
Dis-Chem flags data breach affecting over 3.6m customers 222 CompliNEWS 06 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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