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Headline Issue Diary Date
Latest FAIS Notices 197 CompliNEWS 22 Oct 2021
'Killware' malware designed to do real-world harm, poised to be world’s next breakout cybersecurity threat 197 CompliNEWS 22 Oct 2021
Capitec Bank found guilty of reckless lending 197 CompliNEWS 22 Oct 2021
Updated Financial Services Tribunal schedule 197 CompliNEWS 22 Oct 2021
Australia's ASIC sues former Freedom Insurance director and consultant over insurance sales incentive programmes 197 CompliNEWS 22 Oct 2021
Latest ESG podcast by JDSupra 197 CompliNEWS 22 Oct 2021
UK - HIV Scotland fined £10,000 after bulk email identifies recipients 197 CompliNEWS 22 Oct 2021
Understanding GDPR’s impact on event data (very similar to PoPIA's impact) 197 CompliNEWS 22 Oct 2021
Governance, risk and compliance in the new normal 197 CompliNEWS 22 Oct 2021
UK regulator finalises rules for a new type of fund designed to invest efficiently in long-term assets 197 CompliNEWS 22 Oct 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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