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Headline Issue Diary Date
Sars said no to over 60% of home office claims last year 222 CompliNEWS 06 May 2022
Fraudulent and dishonest claims on the rise – ASISA 222 CompliNEWS 06 May 2022
Standard Bank staff fired for creating ‘ghost’ accounts 222 CompliNEWS 06 May 2022
Tech giants moot ditching passwords 222 CompliNEWS 06 May 2022
Global study ranks SA sixth for cybercrime, UK ranked number 1; countering cyberthreats 222 CompliNEWS 06 May 2022
CMS investigating GEMS over R600m vitamins contract 222 CompliNEWS 06 May 2022
UK to revoke EU financial services laws with a view to establish a ‘coherent, agile and internationally-respected approach’ to regulation 222 CompliNEWS 06 May 2022
AfriForum seeks review of NPA's decision on Nova Group (Sharemax) 222 CompliNEWS 06 May 2022
FSCA probes possible Ayo share price manipulation 222 CompliNEWS 06 May 2022
Director charged in pension fraud case 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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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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