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Headline Issue Diary Date
Compli-Serve reminds firms to regularly review regulatory permissions 157 CompliNEWS 17 Jan 2021
UK's FCA clamps down on consumer investment harm 157 CompliNEWS 17 Jan 2021
2020 tax Acts gazetted 157 CompliNEWS 17 Jan 2021
FSCA warns the public against TradeZA 157 CompliNEWS 17 Jan 2021
The FSCA completes investigation into Mirror Trading International (Pty) Ltd 157 CompliNEWS 17 Jan 2021
Insurers get 'tsunami' of legal certainty – Fedhasa 157 CompliNEWS 17 Jan 2021
FSCA warns the public against Tradetheatre Capital Markets 157 CompliNEWS 17 Jan 2021
PAIA Manual exemption extended again until 30 June 2021 157 CompliNEWS 17 Jan 2021
KYC compliance catches up with crypto 157 CompliNEWS 17 Jan 2021
UK business fined £23.8m for money laundering 157 CompliNEWS 17 Jan 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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