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Headline Issue Diary Date
FSCA warns the public against Invest Markets and 24Option.com 202 CompliNEWS 28 Nov 2021
Monetary policy implementation framework to change? 202 CompliNEWS 28 Nov 2021
Financial Services Tribunal: Gawie en Adri du Toit Makelaars CC & Another v Naude & Another 201 CompliNEWS 21 Nov 2021
FAIS Ombud case summary involving Govender and Another and AIK Insurance Brokers (Pty) Ltd 201 CompliNEWS 21 Nov 2021
Looking for a boss with social skills 201 CompliNEWS 21 Nov 2021
Second edition 2021 Financial Stability Review published – sections on insurance, investments, banking institutions, etc 201 CompliNEWS 21 Nov 2021
FSCA issues public warning against Prime Bright Investment Limited 201 CompliNEWS 21 Nov 2021
Is financial advice ‘intrinsically linked’ to good mental health? 201 CompliNEWS 21 Nov 2021
FSCA issues public warning against Tshepo Ernest Mohlala and Empire Forex Penetrators 201 CompliNEWS 21 Nov 2021
FSCA FAIS Notices 201 CompliNEWS 21 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.

CPD

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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