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
Auditors question Nova’s ability to continue trading; CIPC weighs in 170 CompliNEWS 19 Apr 2021
UK's FCA bans and fines financial adviser £68,300 for lacking honesty and integrity 170 CompliNEWS 19 Apr 2021
FSCA warns the public against Walter Monte Weakley 170 CompliNEWS 19 Apr 2021
Jail term for R1m bank fraud 170 CompliNEWS 19 Apr 2021
New data policy ‘threatens’ intellectual property rights 170 CompliNEWS 19 Apr 2021
Amendments to the IRBA Code of professional conduct for registered auditors in effect 170 CompliNEWS 19 Apr 2021
FSCA – Qualification requirements for Council for Medical Schemes (CMS) accreditation 170 CompliNEWS 19 Apr 2021
Comment sought on Popia consumer credit code – Information Regulator 170 CompliNEWS 19 Apr 2021
Webinar 169 CompliNEWS 12 Apr 2021
The Archegos meltdown may change a lucrative, decades-old part of global banking 169 CompliNEWS 12 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.