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Headline Issue Diary Date
Dutch bank in hot water again for AML failures 200 CompliNEWS 15 Nov 2021
Digital banks and AML challenges 200 CompliNEWS 15 Nov 2021
Financial flows associated with illegal wildlife trade in South Africa – FIC 200 CompliNEWS 15 Nov 2021
FSCA paper – Digital Banking Research Document 200 CompliNEWS 15 Nov 2021
Climate impact key in ESG investment shift 200 CompliNEWS 15 Nov 2021
TymeBank signs up 4m customers since 2019 200 CompliNEWS 15 Nov 2021
FSCA statement on National Funeral Association of South Africa march 200 CompliNEWS 15 Nov 2021
Financial Services Tribunal - SB Statham v S Statham and Others 200 CompliNEWS 15 Nov 2021
Financial Services Tribunal – Kula v Nedbank 200 CompliNEWS 15 Nov 2021
Financial Services Tribunal – McKenny v PFA and Others 200 CompliNEWS 15 Nov 2021
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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