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Headline Issue Diary Date
R38 billion more in tax collected than expected – SARS 199 CompliNEWS 08 Nov 2021
Sabric’s data tool a game changer in fraud fight 199 CompliNEWS 08 Nov 2021
Law firms targeted in e-mail scams 199 CompliNEWS 08 Nov 2021
Investors increasingly aware of ESG action – survey 199 CompliNEWS 08 Nov 2021
Australian regulator releases guidance and examples on records of advice – some interesting recaps for SA advisers 199 CompliNEWS 08 Nov 2021
UK acts to help investors make more informed ESG investment decisions 199 CompliNEWS 08 Nov 2021
Hackers allegedly used streaming platform Twitch to launder $10m 199 CompliNEWS 08 Nov 2021
FSCA – changes to the electronic submission of representative register 199 CompliNEWS 08 Nov 2021
Client fact-finding for responsible investment. 199 CompliNEWS 08 Nov 2021
FSCA warns the public against My Wealth Method (Pty) Ltd 199 CompliNEWS 08 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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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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