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Headline Issue Diary Date
Hong Kong's SFC reprimands and fines Yardley Securities Limited $5 million for breaches of AML regulatory requirements 166 CompliNEWS 22 Mar 2021
Hollard Namibia resisting business interruption claims 166 CompliNEWS 22 Mar 2021
Money Smart Week South Africa 2021 begins 22 March 2021 166 CompliNEWS 22 Mar 2021
FSCA warns the public against Xchangebit.io 166 CompliNEWS 22 Mar 2021
FSCA issues second crypto health warning for consumers 166 CompliNEWS 22 Mar 2021
Notifying the POPI Regulator of a data protection breach 166 CompliNEWS 22 Mar 2021
Trade-based money laundering 166 CompliNEWS 22 Mar 2021
Public consultation on FATF draft guidance on a risk-based approach to virtual assets and virtual asset service providers 166 CompliNEWS 22 Mar 2021
Great expectations for Cybercrimes Bill 165 CompliNEWS 15 Mar 2021
Guidance Note on application for prior authorisation – Information Regulator 165 CompliNEWS 15 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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