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Headline Issue Diary Date
Commission addresses R200bn Ponzi scheme 154 CompliNEWS 08 Dec 2020
FST case summary involving Post Office Provident Fund and Financial Sector Conduct Authority 154 CompliNEWS 08 Dec 2020
FST case summary involving Post Office Provident Fund and Financial Sector Conduct Authority re imposition of administrative penalty for late submission 154 CompliNEWS 08 Dec 2020
Intentional integrity 25 CompliNEWS Ethics 08 Dec 2020
POPIA – Why you don’t need to panic (yet) 154 CompliNEWS 08 Dec 2020
ASISA: Life insurers report a marked reduction in irregular claims for 2019 154 CompliNEWS 08 Dec 2020
Ex-adviser with six aliases banned by FCA in the UK 154 CompliNEWS 08 Dec 2020
FinTech innovation in South Africa in the era of data security and protection 154 CompliNEWS 08 Dec 2020
Guernsey regulator clears David Cosgrove in Belvedere affair 154 CompliNEWS 08 Dec 2020
Cybercrimes Bill leaves Parliament 154 CompliNEWS 08 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.

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