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Headline	Issue	Diary	Date
Speech – How the UK regulator is driving change in the financial services industry	198	CompliNEWS	28 Oct 2021
Private equity and regulation 28	198	CompliNEWS	28 Oct 2021
Netherlands data protection watchdog finds tax authority violated GDPR	198	CompliNEWS	28 Oct 2021
Changing role of chief information officers	198	CompliNEWS	28 Oct 2021
Companies required to make climate-related disclosures	198	CompliNEWS	28 Oct 2021
Why more women CEOs are needed	31	CompliNEWS Ethics	02 Nov 2021
The Companies Amendment Bill should unlock a new era of corporate transparency	31	CompliNEWS Ethics	02 Nov 2021
A US regulator just paid a single individual whistleblower a R2.9 billion reward	31	CompliNEWS Ethics	02 Nov 2021
Organisational ethics	31	CompliNEWS Ethics	02 Nov 2021
Global Ethics Day – The efficacy of ethics	31	CompliNEWS Ethics	02 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.