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Headline Issue Diary Date
FSCA warns the public against Kuveyt Yatirim 202 CompliNEWS 28 Nov 2021
5 keys to an effective ethics and compliance programme 202 CompliNEWS 28 Nov 2021
Life insurers pay over 99% of all claims against fully underwritten policies 202 CompliNEWS 28 Nov 2021
Financial Services Tribunal appeals to FAIS Ombud to get it right 202 CompliNEWS 28 Nov 2021
Director of Summit Financial Partners found guilty of contravening National Credit Act and conditions of registration, fined R500,000 202 CompliNEWS 28 Nov 2021
SARS approvals on purchasing an annuity at retirement 202 CompliNEWS 28 Nov 2021
US regulators focus on crypto assets and blockchain activities 202 CompliNEWS 28 Nov 2021
Law Commission okays 'smart' legal contracts 202 CompliNEWS 28 Nov 2021
Warning over new amendments for filing returns 202 CompliNEWS 28 Nov 2021
UK regulator to become a ‘more innovative and assertive’ regulator – report 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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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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