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Headline Issue Diary Date
FCA and adviser in £200k licence authorisation spat 161 CompliNEWS 15 Feb 2021
Former Sydney financial adviser banned for life for backdating a record of advice and dishonesty offences 161 CompliNEWS 15 Feb 2021
The FSCA’s current position on Contingent Business Interruption Insurance 160 CompliNEWS 07 Feb 2021
FST case summary involving Lebere and SA Home Loans (Pty) Ltd and others (credit life insurance case) 160 CompliNEWS 07 Feb 2021
Attorney defends Sharemax against Ponzi claims 160 CompliNEWS 07 Feb 2021
‘Credit life’, funeral product exemptions mooted 160 CompliNEWS 07 Feb 2021
Making quality ethical decisions 26 CompliNEWS Ethics 07 Feb 2021
Building resilience 160 CompliNEWS 07 Feb 2021
Yes I paid a bribe – but it was a joke ... 26 CompliNEWS Ethics 07 Feb 2021
Digital ethics: Global survey results and storylines to watch in 2021 26 CompliNEWS Ethics 07 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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Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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