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Headline Issue Diary Date
Old Mutual joins Net Zero Asset Managers Initiative 210 CompliNEWS 04 Feb 2022
FTX head appears in Congress 210 CompliNEWS 04 Feb 2022
Western Cape High Court – summary of case involving Rockland Group Holdings and Commissioner of the FSCA, Pierre du Plessis Kriel NO 210 CompliNEWS 04 Feb 2022
SA's AML/CTF strategies under fire – Financial Action Task Force, grey listing 210 CompliNEWS 04 Feb 2022
More administrative sanctions on the way in terms of B-BBEE compliance 210 CompliNEWS 04 Feb 2022
No more notice boards at Pick 'n Pay 210 CompliNEWS 04 Feb 2022
Irba – Former Sharemax auditors’ review application slammed as ‘incompetent’ 210 CompliNEWS 04 Feb 2022
State of Disaster to come to an end soon 210 CompliNEWS 04 Feb 2022
Gauteng High Court (Pretoria) – Cargo Carriers Proprietary Limited v Broad-Based Black Empowerment Commission 210 CompliNEWS 04 Feb 2022
JSE censure for former AYO directors 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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