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Headline Issue Diary Date
South Africa should look at how US incentivises tax whistleblowers 215 CompliNEWS 17 Mar 2022
FSCA withdraws request for retirement funds to provide information on paid-up members 215 CompliNEWS 17 Mar 2022
ASISA welcomes Coronation’s Anton Pillay as new chairman 215 CompliNEWS 17 Mar 2022
Exemption of independent intermediaries from regulation 5.4 of the regulations under the Short-term Insurance Act, 1998 215 CompliNEWS 17 Mar 2022
Nigeria's Money Laundering Act to be amended 215 CompliNEWS 17 Mar 2022
Man sentenced to 15 years for duping investors out of millions 215 CompliNEWS 17 Mar 2022
Equity Bill will increase unemployment – IRR 215 CompliNEWS 17 Mar 2022
Hacked credit bureau Transunion facing Information Regulator probe 215 CompliNEWS 17 Mar 2022
FIC warns of financial crime risk in the real estate sector 215 CompliNEWS 17 Mar 2022
FIC warns of financial crime risk involving legal practitioners 215 CompliNEWS 17 Mar 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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