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Headline Issue Diary Date
Crypto trader arrested after another fraud charge laid 219 CompliNEWS 14 Apr 2022
Global catastrophe & weather insured losses hit $14bn in Q1 2022 – Aon 218 CompliNEWS 07 Apr 2022
Cyber insurance and data breaches, with case studies 218 CompliNEWS 07 Apr 2022
SARS campaign against tax cheats welcomed 218 CompliNEWS 07 Apr 2022
FSCA warns the public against SA Imperium Holdings 218 CompliNEWS 07 Apr 2022
Record GDPR fine by the Hungarian Data Protection Authority for the unlawful use of artificial intelligence 218 CompliNEWS 07 Apr 2022
FSCA warns the public against 'Fraudulent e-mail purporting to come from FSCA' 218 CompliNEWS 07 Apr 2022
Chatbots 218 CompliNEWS 07 Apr 2022
Auditing – Court rules some IRBA fees unlawful 218 CompliNEWS 07 Apr 2022
FIC releases first national assessment on the terror financing risks facing South Africa 218 CompliNEWS 07 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.

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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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