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Headline Issue Diary Date
Gauteng High Court (Johannesburg): (G) (B) v Discovery Life Preservation Fund and Another (pension benefit – Pension Funds Act) 202 CompliNEWS 28 Nov 2021
SARB reports on interest rate benchmarks paper input 202 CompliNEWS 28 Nov 2021
New bank resolution document out for comment 202 CompliNEWS 28 Nov 2021
FSCA warns the public against Finvesting 202 CompliNEWS 28 Nov 2021
FSCA warns the public against banking scams 202 CompliNEWS 28 Nov 2021
Responsible investment advice – Client segmentation 202 CompliNEWS 28 Nov 2021
Key Cybercrimes Act sections in limbo 202 CompliNEWS 28 Nov 2021
UK's ICO calls on Google and other companies to eliminate existing privacy risks posed by adtech industry 202 CompliNEWS 28 Nov 2021
Financial Services Tribunal: Mfusi v PFA and Others (member’s dissatisfaction with quantum of withdrawal benefit) 202 CompliNEWS 28 Nov 2021
FSCA retracts warning against PrestMarine 202 CompliNEWS 28 Nov 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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