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Headline Issue Diary Date
Charges pile up for ‘fraudulent’ forex trader 197 CompliNEWS 22 Oct 2021
AfrAsia Bank Africa Wealth Report 2021: total private wealth held in Africa expected to rise by 30%, reaching USD 2.6 trillion by 2030; Mauritius the wealthiest country 197 CompliNEWS 22 Oct 2021
Investec linked to European dodgy deals 197 CompliNEWS 22 Oct 2021
Former Fidentia boss released on parole 197 CompliNEWS 22 Oct 2021
2nd round of guides to help financial firms manage climate-related financial risk 197 CompliNEWS 22 Oct 2021
Raft of FSCA alerts issued 197 CompliNEWS 22 Oct 2021
FSCA's stance on PoPIA 197 CompliNEWS 22 Oct 2021
FSCA warns the public against Global Investors Choice 197 CompliNEWS 22 Oct 2021
UK: scams – cost of impact on wellbeing calculated as £9bn a year 196 CompliNEWS 18 Oct 2021
SCA case summary involving Santam and Ma-Afrika Hotels and another 196 CompliNEWS 18 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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