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Headline Issue Diary Date
Second Plenary under the two-year German FATF Presidency gets underway 162 CompliNEWS 19 Feb 2021
Hong Kong's SFC reprimands and fines Brilliance Asset Management $3.15 million over short position reporting failures 162 CompliNEWS 19 Feb 2021
Insurance – Criminal charges laid against Allianz and AWP in Australia re alleged false statements 162 CompliNEWS 19 Feb 2021
Mboweni says no to SARB nationalisation 162 CompliNEWS 19 Feb 2021
UK data protection law gets EU approval 162 CompliNEWS 19 Feb 2021
Clarity on stockbroking due diligence obligations 162 CompliNEWS 19 Feb 2021
Regulatory restrictions on banks revised 162 CompliNEWS 19 Feb 2021
Banks get dividends go-ahead 162 CompliNEWS 19 Feb 2021
Revised capital framework for banks mooted 162 CompliNEWS 19 Feb 2021
Input sought on deposit insurance data proposals 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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