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Headline Issue Diary Date
Woodford scandal in UK a wake up call for financial advisers re liquidity 196 CompliNEWS 18 Oct 2021
The FSCA warns the public against Smartbold Funeral Policy 196 CompliNEWS 18 Oct 2021
Private equity firms prioritising ESG, BDO finds 196 CompliNEWS 18 Oct 2021
SAVCA 2021 Venture Capital Conference Registration is now open – 15 November 2021 196 CompliNEWS 18 Oct 2021
UK exploring exploring sustainability rules for advisers – ESG 196 CompliNEWS 18 Oct 2021
Colonial First State to pay $20 million penalty for misleading superannuation members in Australia 196 CompliNEWS 18 Oct 2021
FSCA warns the public against Vaultax Global 196 CompliNEWS 18 Oct 2021
Mauritius may be out of FATF grey list this month 196 CompliNEWS 18 Oct 2021
Bitcoin ransomware payments amount to a whopping $5.2B says US Treasury Department 196 CompliNEWS 18 Oct 2021
FATF Plenary this week 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.

CPD

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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