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Headline Issue Diary Date
Notification of data breaches 195 CompliNEWS 08 Oct 2021
IC Markets not linked to Ms Marietjie van der Merwe – FSCA 195 CompliNEWS 08 Oct 2021
Warning over vaccine certificate personal information 195 CompliNEWS 08 Oct 2021
FinTech and compliance 195 CompliNEWS 08 Oct 2021
Money laundering more prevalent in real estate than anywhere else 195 CompliNEWS 08 Oct 2021
Latest FSCA FAIS notices 195 CompliNEWS 08 Oct 2021
FSCA – Request for information related to profiles of licensed financial institutions 195 CompliNEWS 08 Oct 2021
The fallen Star – Sydney’s cleanskin casino caught in ‘dirty’ company 195 CompliNEWS 08 Oct 2021
UK – Financial watchdogs told to boost City abroad 195 CompliNEWS 08 Oct 2021
Nations move towards 'fair share' global tax rate 195 CompliNEWS 08 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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