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Headline Issue Diary Date
Norway's Financial Supervisory Authority fines DNB 400 million kroner (R694 million) for violating Money Laundering Act 172 CompliNEWS 30 Apr 2021
Verizon sells off Yahoo, AOL to private equity firm for $5 billion 172 CompliNEWS 30 Apr 2021
Blackstone elevates new generation of private equity leaders 172 CompliNEWS 30 Apr 2021
Bain Capital raises $11.8 billion for new flagship fund 172 CompliNEWS 30 Apr 2021
UK's FCA sets out proposals to strengthen its financial promotion rules for high-risk investments 172 CompliNEWS 30 Apr 2021
UK's FCA consults on strengthening investor protections in SPACs 172 CompliNEWS 30 Apr 2021
Net asset value calculation guidelines issued 172 CompliNEWS 30 Apr 2021
FSCA clarifies pension fund rules endorsement process 172 CompliNEWS 30 Apr 2021
Banking is transforming, but needs economy boost 172 CompliNEWS 30 Apr 2021
Nigerian money laundering trails flagged 172 CompliNEWS 30 Apr 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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