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Headline Issue Diary Date
Data sharing Code of Practice 171 CompliNEWS 27 Apr 2021
Private equity holding periods reach all-time high in 2020 171 CompliNEWS 27 Apr 2021
The 2021 US Private Equity and Venture Capital Compensation Report 171 CompliNEWS 27 Apr 2021
Pandemic’s impact on private equity 171 CompliNEWS 27 Apr 2021
Compliance, culture and evolving regulatory expectations 171 CompliNEWS 27 Apr 2021
Appointment of Unathi Kamlana as Commissioner of the FSCA; deputy also appointed 171 CompliNEWS 27 Apr 2021
FSCA issues public warnings against unauthorised entities KG Administrators and Coinpop 171 CompliNEWS 27 Apr 2021
FSCA warns the public against Trinity Tokens (Pty) Ltd and Vuyiso Alex Dumiso 171 CompliNEWS 27 Apr 2021
FSCA warns the public against individuals impersonating Alexander Forbes 171 CompliNEWS 27 Apr 2021
Standard Bank called out over rewards programme 171 CompliNEWS 27 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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