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Headline Issue Diary Date
JSE-listed fishing group Oceana to be investigated for possible breaches of the Financial Markets Act 211 CompliNEWS 20 Feb 2022
Absa joins Hyperledger Foundation 211 CompliNEWS 20 Feb 2022
Dubious Sekunjalo transfers questioned 211 CompliNEWS 20 Feb 2022
De-risking: spotting the difference between ML and good business 210 CompliNEWS 04 Feb 2022
Fighting money laundering together 210 CompliNEWS 04 Feb 2022
Aware Financial Services Australia fined $20 million for charging fees for no service: Royal Commission case study 210 CompliNEWS 04 Feb 2022
Now Nedbank pulls the plug on personal bank accounts of Sekunjalo CEO Iqbal Survé 210 CompliNEWS 04 Feb 2022
JSE firms face censure over not filing B-BBEE reports 210 CompliNEWS 04 Feb 2022
Notice – Proposed amendments to the JSE listing requirements regarding actively managed certificates 210 CompliNEWS 04 Feb 2022
Proposed amendments to the JSE Equities Rules 210 CompliNEWS 04 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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