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Headline	Issue	Diary	Date
The rise and fall of Wirecard, a German tech champion	168	CompliNEWS	05 Apr 2021
New public finance accounting regulations mooted	168	CompliNEWS	05 Apr 2021
Central counterparty licensing standard issued	168	CompliNEWS	05 Apr 2021
FIC Guidance on measures required for the mitigation of loss of intelligence data due to reporting failures	168	CompliNEWS	05 Apr 2021
TransUnion’s Industry Insights Report	168	CompliNEWS	05 Apr 2021
KeyHealth Medical Scheme curatorship confirmed	168	CompliNEWS	05 Apr 2021
Can changes to Regulation 28 be a panacea for our ailing economy?	168	CompliNEWS	05 Apr 2021
How to partner with a private equity firm	168	CompliNEWS	05 Apr 2021
Why private equity is into logistics, and here to stay	168	CompliNEWS	05 Apr 2021
The best ways to invest in private equity	168	CompliNEWS	05 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.