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Headline Issue Diary Date
Switzerland at risk of EU blacklist after Credit Suisse leak 214 CompliNEWS 11 Mar 2022
FinCEN (US) issues alert on potential Russian sanctions evasion through crypto currencies or assets 214 CompliNEWS 11 Mar 2022
What is the UK's economic crime bill and what is it expected to achieve? 214 CompliNEWS 11 Mar 2022
EU imposes sanctions and restrictive measures against Russia and Belarus 214 CompliNEWS 11 Mar 2022
Sanctions compliance 214 CompliNEWS 11 Mar 2022
Judgment reserved in NHI certificate of need case 214 CompliNEWS 11 Mar 2022
FNB under fire for sanctioning Russian magnate 214 CompliNEWS 11 Mar 2022
Insurer capital reserves being shored up to manage fifth SA virus wave 214 CompliNEWS 11 Mar 2022
Dilemma of whether or not to move more money offshore as prudential rules change 214 CompliNEWS 11 Mar 2022
Dead people admitted in class action against Mastercard 214 CompliNEWS 11 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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