Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
Reminder re Auditing Profession Act – Registration 214 CompliNEWS 11 Mar 2022
Foreign CIS statistics 214 CompliNEWS 11 Mar 2022
Local CIS industry celebrates R3 trillion in assets under management for the 1st time 214 CompliNEWS 11 Mar 2022
Life insurers report a surge in death claims during COVID-19 third wave 214 CompliNEWS 11 Mar 2022
Event – Compliance and the 4th industrial revolution 214 CompliNEWS 11 Mar 2022
Top up retail savings bonds launch 214 CompliNEWS 11 Mar 2022
Latest FAIS Notices 214 CompliNEWS 11 Mar 2022
FIC fines eight accountable institutions for failure to comply with registration and/or reporting obligations under the FIC Act 214 CompliNEWS 11 Mar 2022
Latest insurance news from Sanlam and Momentum Metropolitan 214 CompliNEWS 11 Mar 2022
PoPIA and electronic direct marketing 214 CompliNEWS 11 Mar 2022
Back to top
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.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.