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Headline Issue Diary Date
Health watchdog key to NHI faces cash crunch 200 CompliNEWS 15 Nov 2021
Latest on Namibian legislation, including FIMA 200 CompliNEWS 15 Nov 2021
FSCA warns the public against Getty Financial Services (Pty) Ltd and Mr Leno De Villiers 200 CompliNEWS 15 Nov 2021
National Treasury and FSCA release the Retirement Fund Economies of Scale report 200 CompliNEWS 15 Nov 2021
How do we complete a data protection impact assessment (DPIA)? 200 CompliNEWS 15 Nov 2021
Credit regulator fines CEO R500 000 200 CompliNEWS 15 Nov 2021
The changing dynamics of private equity beyond sheer investment returns 200 CompliNEWS 15 Nov 2021
GDPR vs UK-GDPR; the laws post Brexit 200 CompliNEWS 15 Nov 2021
Half of financial institutions identify regulatory compliance as a serious roadblock for digital transformation, OneSpan reveals 200 CompliNEWS 15 Nov 2021
Creating a comprehensive ESG approach, from compliance to competitiveness – View from the US 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.

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