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Headline Issue Diary Date
Covid-19 crisis: Treasury explores ‘more appropriate’ support measures 169 CompliNEWS 12 Apr 2021
Revised Jibar code of conduct in force 169 CompliNEWS 12 Apr 2021
What to do after a data breach? Breach response policy for firms 169 CompliNEWS 12 Apr 2021
‘This was not a breach’ – How Big Tech gaslights the world on data leaks 169 CompliNEWS 12 Apr 2021
Three tips for beginning a career in compliance 169 CompliNEWS 12 Apr 2021
FSCA warns the public against individuals impersonating T.Rowe Price International Limited 169 CompliNEWS 12 Apr 2021
FATF releases proposed updates to cryptocurrency regulation guidance 169 CompliNEWS 12 Apr 2021
G20 confirm their support for the FATF as the global standard setter to prevent money laundering, terrorist financing and proliferation financing 169 CompliNEWS 12 Apr 2021
Fraud case opened against former RAF boss 169 CompliNEWS 12 Apr 2021
Man admits to R11.6m pyramid-scheme fraud 169 CompliNEWS 12 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.

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.

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