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Headline Issue Diary Date
New alert notices from the FSCA 165 CompliNEWS 15 Mar 2021
Money laundering hubs identified 165 CompliNEWS 15 Mar 2021
Absa scores a win for all in SARS dispute 165 CompliNEWS 15 Mar 2021
The coming AML enforcement storm – view from the US 164 CompliNEWS 08 Mar 2021
Software pioneer charged with cryptocurrency scheme 164 CompliNEWS 08 Mar 2021
Tax practitioner jailed for SARS scam 164 CompliNEWS 08 Mar 2021
High Court case summary involving Paulsen and others and JP Markets SA (Pty) Ltd and others 164 CompliNEWS 08 Mar 2021
FSCA warns public against Supreme Guarantees and Finance Services (Pty) Ltd 164 CompliNEWS 08 Mar 2021
FSCA issues public warning against Celani Funeral Services 164 CompliNEWS 08 Mar 2021
FSCA issues public warning against Seipati Group of Companies 164 CompliNEWS 08 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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