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Headline Issue Diary Date
African private equity fundraising fell in 2020 due to pandemic – association 167 CompliNEWS 28 Mar 2021
Investing in South Africa: Why private equity is still booming 167 CompliNEWS 28 Mar 2021
ESG disclosure rules from Europe challenge US fund managers 167 CompliNEWS 28 Mar 2021
Is your company as ethical as it seems? 27 CompliNEWS Ethics 31 Mar 2021
Ethics in financial services webinar 27 CompliNEWS Ethics 31 Mar 2021
Public consultation on FATF draft guidance on a risk-based approach to virtual assets and virtual asset service providers 167 CompliNEWS 28 Mar 2021
Hong Kong's SFC reprimands and fines GEO Securities Limited $6.3 million for regulatory breaches 167 CompliNEWS 28 Mar 2021
More FIC guidance on geographic area risks 167 CompliNEWS 28 Mar 2021
FSCA issues public warning against Elamant 167 CompliNEWS 28 Mar 2021
FSCA warns the public against Perfect Markets and Mr Amos Tsopotsa 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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