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Headline Issue Diary Date
Whistle-blowers move to change Act 206 CompliNEWS 16 Jan 2022
Will FATF add the UAE to the ‘grey list’? 206 CompliNEWS 16 Jan 2022
FNB moves to protect its Namibian assets 206 CompliNEWS 16 Jan 2022
Van Zyl v Van Zyl (Application for removal of director – Breach of fiduciary duties) 206 CompliNEWS 16 Jan 2022
FSCA recently published Digital Banking Research Report 206 CompliNEWS 16 Jan 2022
The financial customer complaints journey 206 CompliNEWS 16 Jan 2022
FSCA Request for Information on Personal Lines claims reported in 2021 206 CompliNEWS 16 Jan 2022
FSCA warns the public against Secure FX Trading 206 CompliNEWS 16 Jan 2022
SA seeks millions from Switzerland over global scam 205 CompliNEWS 10 Dec 2021
London firm fined for breaching money laundering rules 205 CompliNEWS 10 Dec 2021
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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