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Headline	Issue	Diary	Date
Pension funds draft standards in hedge funds conduct standard withdrawn	201	CompliNEWS	21 Nov 2021
Financial Services Tribunal – Bihl v PFA and Others	200	CompliNEWS	15 Nov 2021
FST case summary involving Statham and Statham and Others	200	CompliNEWS	15 Nov 2021
CIPC shutdown looms for Sharemax rescue vehicle	200	CompliNEWS	15 Nov 2021
EE Amendment Bill now with NCOP	200	CompliNEWS	15 Nov 2021
Advisory firm launches whistle-blower app	200	CompliNEWS	15 Nov 2021
FNB manager charged with R4m fraud	200	CompliNEWS	15 Nov 2021
4 in 10 advisers think ESG investing leads to better performance	200	CompliNEWS	15 Nov 2021
Key elements of strategy – Part 2	200	CompliNEWS	15 Nov 2021
National Consumer Tribunal – NCR vs Gardner	200	CompliNEWS	15 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.