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Headline Issue Diary Date
Businesses combat financial crimes 161 CompliNEWS 15 Feb 2021
Irba's Sharemax hearing postponed indefinitely 161 CompliNEWS 15 Feb 2021
FST case summary involving Sanders and Momentum Metropolitan Holdings Limited and another 161 CompliNEWS 15 Feb 2021
Using your presence effectively 161 CompliNEWS 15 Feb 2021
Regulatory exam training material for REs new and improved 161 CompliNEWS 15 Feb 2021
The rise of ESG In response to investor demand 161 CompliNEWS 15 Feb 2021
Podcast – Innovation in Compliance: meaningful meetings with Dr James Kelley 161 CompliNEWS 15 Feb 2021
PIC Amendment Act gazetted 161 CompliNEWS 15 Feb 2021
FSCA fines Southern Africa Funerals Assurance Services Holdings and/or Mr Ryno Delport R50 000 for conducting unauthorised insurance business 161 CompliNEWS 15 Feb 2021
Now Irba CEO resigns 161 CompliNEWS 15 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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