Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
FSCA Communication 8 of 2021 – New version of Insurance Conduct of Business Returns (CBRs) determined on FSCA website 172 CompliNEWS 30 Apr 2021
FSCA Insurance Notices 3 and 4 of 2021 – Conduct of Business returns for short-term insurers 172 CompliNEWS 30 Apr 2021
FSCA enters into an enforceable undertaking with Basfour and Ms Jane Engelbrecht 172 CompliNEWS 30 Apr 2021
Webinar 171 CompliNEWS 27 Apr 2021
Anti-money laundering Notice of Administrative Sanction; Maxi Forces Financial Services (Pty) Ltd fined R20,000 171 CompliNEWS 27 Apr 2021
Financial crime – Standard Chartered AML failures in Guernsey revealed by regulator 171 CompliNEWS 27 Apr 2021
US – Private equity and hedge funds, facing a new tax burden, prepare their defence 171 CompliNEWS 27 Apr 2021
Webinar on risk-based supervision- FATF 171 CompliNEWS 27 Apr 2021
Stages in group development 171 CompliNEWS 27 Apr 2021
How to write contracts that actually work 171 CompliNEWS 27 Apr 2021
Back to top
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.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.