Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
COVID-19 crisis: amended lockdown Level 3 regulations gazetted 159 CompliNEWS 01 Feb 2021
Reserve Bank issued directives against Sharemax in 2010 159 CompliNEWS 01 Feb 2021
Interview – how MTI has damaged SA’s reputation as Africa’s financial hub 159 CompliNEWS 01 Feb 2021
Crypto outlook for 2021 159 CompliNEWS 01 Feb 2021
Authority warns on algorithms' potential harms 159 CompliNEWS 01 Feb 2021
Estate agents move against alleged regulator failings 159 CompliNEWS 01 Feb 2021
Regulators issued $10 bn in AML fines in 2020; data protection 159 CompliNEWS 01 Feb 2021
Aussie regulator warns investors of imposter bond scams 159 CompliNEWS 01 Feb 2021
SARS can now move against super-rich dodgers 159 CompliNEWS 01 Feb 2021
Former Namibian Bank directors in the dock 158 CompliNEWS 27 Jan 2021
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.

CPD

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.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.