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Headline Issue Diary Date
NCR accused of backing banks against homeowners 193 CompliNEWS 26 Sep 2021
FAIS Ombud on settled complaints and TCF 193 CompliNEWS 26 Sep 2021
Input sought on government bond curve review document 193 CompliNEWS 26 Sep 2021
Old Mutual warned about TCF 193 CompliNEWS 26 Sep 2021
Correctly insuring art and collectables 193 CompliNEWS 26 Sep 2021
Financially desperate employees 'resign' to get their retirement savings 193 CompliNEWS 26 Sep 2021
FCA and Bank of England to deploy blockchain for regulatory reporting 193 CompliNEWS 26 Sep 2021
Notification of a security compromise in terms of section 22 of PoPIA – Information Regulator; malware that attacked the IT systems of the Department of Justice 193 CompliNEWS 26 Sep 2021
NZ: Reserve Bank hit with compliance notice from Privacy Commissioner over data breach 193 CompliNEWS 26 Sep 2021
Four requirements for a healthy relationship between compliance and the corporate board 193 CompliNEWS 26 Sep 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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