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Headline Issue Diary Date
Compliance and cryptocurrency 193 CompliNEWS 26 Sep 2021
UK's FCA publishes new guidance on financial crime 193 CompliNEWS 26 Sep 2021
Scam complaints in UK rise 66% amid cryptocurrency fraud, latest complaints data 193 CompliNEWS 26 Sep 2021
Alleged investment scammer gets bail 193 CompliNEWS 26 Sep 2021
Chinese regulators unite forces to crack down on crypto 193 CompliNEWS 26 Sep 2021
JPMorgan faces oil bribery probe in Brazil 193 CompliNEWS 26 Sep 2021
Latest FAIS notices 193 CompliNEWS 26 Sep 2021
Update on the Private Security Sector Provident Fund (PSSPF) investigation report – FSCA 193 CompliNEWS 26 Sep 2021
Invitation to webinar on Environmental, Social, and Governance (ESG) 192 CompliNEWS 19 Sep 2021
FIC 2020/21 Annual Report: Fighting financial crime in an increasingly digital world 192 CompliNEWS 19 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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