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Headline Issue Diary Date
ESG investing becoming mainstream 201 CompliNEWS 21 Nov 2021
Israel to impose new AML rules on digital currencies 201 CompliNEWS 21 Nov 2021
PoPIA compliance remains a challenge 201 CompliNEWS 21 Nov 2021
Podcast – latest trends in global data protection enforcement 201 CompliNEWS 21 Nov 2021
Status update on draft information technology (IT) risk management standard, process being followed 201 CompliNEWS 21 Nov 2021
Manpower versus machines 201 CompliNEWS 21 Nov 2021
Fishrot suspects seek release of assets 201 CompliNEWS 21 Nov 2021
FAIS Ombud: Wigmore & Another v D Risk Insurance Consultants CC & Another (Advice regarding replacement investment) 201 CompliNEWS 21 Nov 2021
Financial Services Tribunal: TrustCo Group Holdings Limited v JSE 201 CompliNEWS 21 Nov 2021
FSCA issues public warning against Bakhulise Cleaning And Funeral Service Pty Ltd 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.

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