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Headline	Issue	Diary	Date
The conduct risk imperative	210	CompliNEWS	04 Feb 2022
Pakistan's FATF grey list review, protests planned	210	CompliNEWS	04 Feb 2022
Private equity: addressing the exit challenge in Africa	210	CompliNEWS	04 Feb 2022
Private equity: no longer private?	210	CompliNEWS	04 Feb 2022
US Survey: CLOs list cybersecurity, privacy compliance and data privacy as top concerns	210	CompliNEWS	04 Feb 2022
Regulator sanctions compliance officer for AML failures	210	CompliNEWS	04 Feb 2022
UK regulator publishes guidance on pseudonymisation	210	CompliNEWS	04 Feb 2022
UK's ICO spam email attacks risen from 150 000 to over 4 million in 2021	210	CompliNEWS	04 Feb 2022
Pandemic accelerates move to four-day week	210	CompliNEWS	04 Feb 2022
Former head of stock exchange guilty of breaching regulations	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.