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Headline Issue Diary Date
Latest list of FST cases and Tribunal hearing schedule for first half of 2021 155 CompliNEWS 13 Dec 2020
Latest FSCA FAIS Notices 155 CompliNEWS 13 Dec 2020
Reviewing the main ideas of 'Reset Rebuild Reignite' 155 CompliNEWS 13 Dec 2020
Opening address by Rashad Cassim, a Deputy Governor of the SARB, at the World FinTech Festival 155 CompliNEWS 13 Dec 2020
Aussie regulator cracks down on unlicensed advice 155 CompliNEWS 13 Dec 2020
UK establishes Temporary Registration Regime for cryptoasset businesses 155 CompliNEWS 13 Dec 2020
UK's FCA fines and prohibits hedge fund Chief Investment Officer for market abuse 155 CompliNEWS 13 Dec 2020
UK's FCA fines Barclays £26m over treatment of customers in financial difficulty 155 CompliNEWS 13 Dec 2020
Happy Holidays from the Juta-CompliNEWS team – Year-end-message from the Editor 155 CompliNEWS 13 Dec 2020
A constant voice of ‘unfair treatment’ 155 CompliNEWS 13 Dec 2020
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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.

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.

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