Displays of emotional intelligence from advisers is more likely to earn trust than digital literacy
The COVID-19 pandemic, its associated market volatility and new regulations to combat the fallout have all served as reminders that trust is the foundation of any adviser-client relationship.
A recent Harris Poll study conducted on behalf of MDRT among over 2,000 US adults found that 85% of Americans would be more likely to trust recommendations from human financial advisers if they demonstrate emotional intelligence.
In a time of historic turmoil, advisers seeking to reassure, reposition or even retain clients must exhibit genuine empathy and compassion.
Clarity and...MORE»
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Accelerating our climate actions together
Reserve Bank Assistant Governor Simone Robbers explains why the central bank is involved in climate change.
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Accelerating our climate actions together
Reserve Bank Assistant Governor Simone Robbers explains why the central bank is involved in climate change. MORE »
Understanding rebalancing: A portfolio well invested doesn’t do things in excessMonday, April 6th, 3:46PM
Consilium Head of Adviser Services Ben Brinkerhoff says rebalancing enforces good investor behaviour in these turbulent times. |
[WATCH] Newpark updateFriday, April 3rd, 4:41PM
Newpark's newly installed chairman, Bernie McCrea, has produced a video outlining the group's future plans and also providing some Covid-19 tips for insurance and mortgage advisers. MORE» |
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Iress: Covid-19 pushing advisers into digital workingSunday, March 29th, 6:19PM
Covid-19 and the resulting lockdown have prompted many advisers to adopt what previously had been seen as best-practice – but optional – ways of working, Iress chief executive Andrew Walsh says. MORE» |
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Sharesies KiwiSaver, including self-select feature, goes to market
Sharesies has launched its KiwiSaver scheme to the general public having given access to its 31,000 wait-listed Sharesies members last week. MORE»
KiwiSaver - is consolidation on the cards?
KiwiSaver has finally hit a speed bump shrinking for the first time to end the September quarter at $96.2 billion. That’s down around $2 billion from June. MORE»
KiwiWrap KiwiSaver has highest average balance
With an average balance of more than $120,000, KiwiWrap is way ahead of other KiwiSaver providers, although it has under 300 members. MORE»
Another leading KiwiSaver provider calls for changes
Calls for changes to KiwiSaver are growing louder. MORE»
KiwiSaver fee revenue drops for the first time since 2007
Fee revenue from KiwiSaver dropped 8.1% in the year to 31 March 2023 says the latest Financial Markets Authority’s KiwiSaver annual report. MORE»
Submissions open on new 'protection of KiwiSaver members' bill
Parliament’s finance and expenditure committee has called for public submissions on the Employment Relations (Protection for Kiwisaver Members) Amendment Bill. MORE»
Lack of PE investment in KiwiSaver means members miss out
There should be more KiwiSaver investment in private equity as long as it’s done with the right capability and skill, says Pathfinder CEO John Berry. MORE»
More KiwiSaver enters sin stocks through passive investing
Passive investment and index funds are partly to blame for more KiwiSaver money being funnelled into businesses that harm the environment, animals or people, says Mindful Money CEO Barry Coates. MORE»
