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Headline Issue Diary Date
ESG not a one-size-fits-all phenomenon 211 CompliNEWS 20 Feb 2022
Deutsche Bank warns staff against deleting WhatsApp messages 211 CompliNEWS 20 Feb 2022
Survé takes on banks over Sekunjalo ‘collusion’ 211 CompliNEWS 20 Feb 2022
Old Mutual denies due diligence failing in R1.2bn suit 211 CompliNEWS 20 Feb 2022
Financial System Stability Assessment report 211 CompliNEWS 20 Feb 2022
Largest South Korean telecommunications company agrees to pay the US SEC to settle FCPA charges (bribery) 211 CompliNEWS 20 Feb 2022
FSCA warns the public against Flash Trade 211 CompliNEWS 20 Feb 2022
Credit Suisse leak alleges Swiss bank stashed billions in illicit funds 211 CompliNEWS 20 Feb 2022
Publication of determination of permissible deductions from a CIS portfolio – section 93(2) of Collective Investment Schemes Control Act, 2002 211 CompliNEWS 20 Feb 2022
Updates/amendments to the TFS list – Financial Intelligence Centre 211 CompliNEWS 20 Feb 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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