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Headline Issue Diary Date
SARS blasted for cyber-security failings 157 CompliNEWS 17 Jan 2021
Liquidators want more powers in MTI Bitcoin inquiry 157 CompliNEWS 17 Jan 2021
FSCA FAIS Notice 1 of 2021 – Exemption of individual persons from competence and fee requirements 157 CompliNEWS 17 Jan 2021
FSCA warns the public against Keenan Ebden Financial Services and Keenan Ebden 157 CompliNEWS 17 Jan 2021
FSCA warns the public against Hlengiwe Ngcobo and Christian Barnley Hamilton 157 CompliNEWS 17 Jan 2021
Supreme Court judgment in FCA’s business interruption insurance test case in the UK 157 CompliNEWS 17 Jan 2021
Information Regulator to check compliance of WhatsApp Ts&Cs with SA's privacy laws 157 CompliNEWS 17 Jan 2021
Fintech, Regtech and the role of compliance 157 CompliNEWS 17 Jan 2021
Warning over surrender penalties 156 CompliNEWS 06 Jan 2021
Kellerman sues over ‘defamatory’ Ponzi reports 156 CompliNEWS 06 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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