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Headline Issue Diary Date
Australia's ASIC bans the sale of binary options to retail clients 168 CompliNEWS 05 Apr 2021
The importance of purposeful anti-money laundering controls 168 CompliNEWS 05 Apr 2021
POPIA – Information Regulator publishes the Guidance Note for Registration of Information Officers 168 CompliNEWS 05 Apr 2021
Latest FAIS Notices 168 CompliNEWS 05 Apr 2021
The FSCA warns the public against Just Bridge (Pty) Ltd 168 CompliNEWS 05 Apr 2021
FST case summary involving Osman and First National Bank a Division of Firstrand Bank Limited 167 CompliNEWS 28 Mar 2021
Effectively managing remote employees 167 CompliNEWS 28 Mar 2021
Developments in the law of vicarious liability 27 CompliNEWS Ethics 31 Mar 2021
Bank targets scam websites and e-mails 167 CompliNEWS 28 Mar 2021
SARS set to hit traders’ cryptocurrency gains 167 CompliNEWS 28 Mar 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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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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