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Headline Issue Diary Date
Main findings of the Edelman Trust Barometer 2022 34 CompliNEWS Ethics 09 Feb 2022
Top ethics and compliance failures of 2021 34 CompliNEWS Ethics 09 Feb 2022
US SEC Whistleblower Office posts notices for JP Morgan recordkeeping case, 11 other actions 34 CompliNEWS Ethics 09 Feb 2022
Ethics at Work survey and Ethics Institute analysis 34 CompliNEWS Ethics 09 Feb 2022
Government Printer down 209 CompliNEWS 04 Feb 2022
Patient information and data protection 209 CompliNEWS 04 Feb 2022
Record-high seizure of $5bn in stolen Bitcoin – BBC 209 CompliNEWS 04 Feb 2022
Gauteng High Court – Determination involving I Becker, E Becker, Fusion Guarantees and FSCA, Minister of Finance and the NCR 209 CompliNEWS 04 Feb 2022
What can we learn from the UK FCA’s fines in 2021 209 CompliNEWS 04 Feb 2022
Anti-money laundering in 2022 – Global perspective 209 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.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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