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Headline Issue Diary Date
New Prudential Authority directive out for comment 205 CompliNEWS 10 Dec 2021
RAs to be part of two-pot pension plan 205 CompliNEWS 10 Dec 2021
Standard Bank addresses data breach delays on its LookSee platform 205 CompliNEWS 10 Dec 2021
NatWest fined £264.8 million for anti-money laundering failures 205 CompliNEWS 10 Dec 2021
Blow for Nova investors 205 CompliNEWS 10 Dec 2021
New cryptocurrency rules to be introduced in South Africa in 2022 205 CompliNEWS 10 Dec 2021
Battle for control of MTI estate heats up 205 CompliNEWS 10 Dec 2021
ESG guidance papers out for comment 205 CompliNEWS 10 Dec 2021
National Consumer Tribunal: Mashaba v Absa 205 CompliNEWS 10 Dec 2021
National Consumer Tribunal: Erlank v Vehicle Whisperer CC t/a Vehicle Whisperer 205 CompliNEWS 10 Dec 2021
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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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