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Headline Issue Diary Date
FSCA's Financial Inclusion Strategy 206 CompliNEWS 16 Jan 2022
37 cases lined up to be heard by the Financial Services Tribunal 206 CompliNEWS 16 Jan 2022
First FAIS Notices for 2022 published 206 CompliNEWS 16 Jan 2022
Why employers and employees should read 206 CompliNEWS 16 Jan 2022
Summary of FST determination involving Gauteng Coaches (Pty) Ltd t/a Gauteng Coaches Stabus Tours (Pty) Ltd and MMA Ramike, the Pension Fund Adjudicator and Others 206 CompliNEWS 16 Jan 2022
Comment period on proposed rules for auditors extended 206 CompliNEWS 16 Jan 2022
EU regulator calls for blockchain input 206 CompliNEWS 16 Jan 2022
PoPIA still relevant for matric results release 206 CompliNEWS 16 Jan 2022
Four ways to bolster cyber risk management and compliance 206 CompliNEWS 16 Jan 2022
FSCA issues public warning against Afrifunerals Pty Ltd and Kennygan Kgomotso Llewellyn 206 CompliNEWS 16 Jan 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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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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