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Headline Issue Diary Date
GameStop investor hit with class action lawsuit 162 CompliNEWS 19 Feb 2021
VBS liquidators sue KPMG for close to R1bn 162 CompliNEWS 19 Feb 2021
Exploring the human brain 162 CompliNEWS 19 Feb 2021
Draft Rates, Levies Bills out for comment 162 CompliNEWS 19 Feb 2021
Budget – Retirement fund infrastructure investment to be made ‘easier’ 162 CompliNEWS 19 Feb 2021
FST case summary involving Gwangwa and Financial Sector Conduct Authority (failure to pay levies) 162 CompliNEWS 19 Feb 2021
UK's FCA returns funds to victims of unauthorised deposit taking and collective investment schemes 162 CompliNEWS 19 Feb 2021
Breaking – FSCA issues public warning against Sanele Immanuel Mdlalose and Nyanda-ForexTradz 162 CompliNEWS 19 Feb 2021
UK regulator launches guidance for firms on the fair treatment of vulnerable customers, of interest to SA FSPs; TCF 162 CompliNEWS 19 Feb 2021
Three new FSCA alerts issued 162 CompliNEWS 19 Feb 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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