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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Financial advisers need to deliver clear, and client-friendly advice. OMNIMax has developed Investment Adviser Tool to make that process more efficient while improving the client experience.
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New Zealand Equity Monthly October 2024
Start of rate-cutting cycle provides promising signs for New Zealand equities
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Active or Passive? How about the best of both worlds
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Sponsored Content
Shaping the Future of Financial Advice: An Interview on OMNIMax’s Investment Adviser Tool
Financial advisers need to deliver clear, and client-friendly advice. OMNIMax has developed Investment Adviser Tool to make that process more efficient while improving the client experience. MORE »
New Zealand Equity Monthly October 2024
Start of rate-cutting cycle provides promising signs for New Zealand equities MORE »
Active or Passive? How about the best of both worlds
Passive investing revolutionised the investment management industry, which up until its advent, had been dominated by active fund managers who would generally employ market timing or security selection strategies aimed at outperforming the ‘market’. 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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Should KiwiSaver hardship applications be centralised?
KiwiSaver withdrawal numbers are up, but it’s not an easy process to go through, one adviser says. MORE»
KiwiSaver providers hope for political accord
KiwiSaver providers are hoping this is the year that politicians can work together on a better future for the retirement savings scheme. It is shaping up to be an election issue. MORE»
Should KiwiSaver be compulsory?
KiwiSaver providers are divided on whether it is appropriate for the scheme to be made compulsory. MORE»
Kiwimonster offers advisers KiwiSaver insights
A new tool will give advisers more information to help them make KiwiSaver decisions with their clients. MORE»
Paying advisers for KiwiSaver advice
Amova (nee Nikko) has rolled out a new remuneration option for advisers offering KiwiSaver advice. MORE»
Super alone won’t cut it in retirement
New expenditure guidelines show how much New Zealanders need in their KiwiSaver to retire comfortably. MORE»
Morningstar to look under the hood of KiwiSaver funds
Morningstar plans to expand its coverage and research of KiwiSaver funds in New Zealand. MORE»
KiwiSaver turns 18 with $123 billion under management, but 30% aren't contributing
FMA chief executive Samantha Barrass unveiled the KiwiSaver Annual Report 2025 at the FSC Conference. MORE»
