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Headline Issue Diary Date
Nedbank stalls Sekunjalo hearing 214 CompliNEWS 11 Mar 2022
Three ways to help young employees in times of crisis 213 CompliNEWS 07 Mar 2022
Greek data protection regulator issues highest ever GDPR fine 213 CompliNEWS 07 Mar 2022
FSCA warns the public against PRIMEFIN 213 CompliNEWS 07 Mar 2022
FSCA warns the public against Luzuko Burial Society 213 CompliNEWS 07 Mar 2022
New CEO of the Prudential Authority announced 213 CompliNEWS 07 Mar 2022
Insurance Ombudsman warns of rising claims disputes over ‘reckless’ driving clause 213 CompliNEWS 07 Mar 2022
New schedule of fees for registered auditors published in the Government Gazette 213 CompliNEWS 07 Mar 2022
Cryptocurrency and regulation – Government accepts the interventions proposed by the Intergovernmental Fintech Working Group 213 CompliNEWS 07 Mar 2022
African startups raise more than $1bn in 2022 – study 213 CompliNEWS 07 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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