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Headline Issue Diary Date
A first for Australia – Court finds firm failed to adequately manage cybersecurity risks 221 CompliNEWS 29 Apr 2022
'Sharing my screen cost me £48,000' – half of investors would miss signs of screen sharing scam as UK's FCA warns of 86% increase 221 CompliNEWS 29 Apr 2022
Challenge to proposed Covid-19 regulations dismissed 221 CompliNEWS 29 Apr 2022
Suspended curator linked to 3Sixty Life resigns 221 CompliNEWS 29 Apr 2022
Proposed Directive – Criteria for identifying simple, transparent and comparable term and short-term securitisations 221 CompliNEWS 29 Apr 2022
Commencement of certain provisions of the Financial Sector Laws Amendment Act 221 CompliNEWS 29 Apr 2022
Testing a culture of compliance 221 CompliNEWS 29 Apr 2022
FIC warns on scam notices 221 CompliNEWS 29 Apr 2022
FirstRand Bank raises R2bn in green bonds 221 CompliNEWS 29 Apr 2022
'Duty of good faith' key for moonlighting workers 221 CompliNEWS 29 Apr 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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