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»
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» |
|
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» |
|
Sponsored by: |
|
Kiwis, depending on their age group, generally want compulsory KiwiSaver
Most Kiwis, bar Millennials, think regular KiwiSaver contributions should be compulsory, a survey has found. MORE»
KiwiSaver portability settings blocking investors from private asset benefits
A legal opinion by law firms Chapman Tripp and MinterEllisonRuddWatts has outlined proposed changes to the KiwiSaver framework to support investment in private assets. MORE»
KiwiSaver reaches $104 billion
Market movements saw KiwiSaver assets grow $8 billion in the last quarter of 2023, ending the year at $104 billion according to Morningstar’s latest data. MORE»
Generate cracks $5 bill mark
Generate becomes one of the largest boutique KiwiSaver managers. MORE»
KiwiSaver investments in harmful stocks plummet
KiwiSaver providers made big cuts in investments that harm people, animals and the planet last year according to new data from Mindful Money. MORE»
Fisher's KiwiSaver FUM sluggish after Kiwi Wealth purchase
Fisher Funds chalked up very sluggish growth in its KiwiSaver funds under management (FUM) through the first quarter of owning Kiwi Wealth but the wholesale side of its business is growing at double-digit rates. MORE»
The tipsy-topsy world of recent KiwiSaver performance
Performing well in the December quarter was at odds with KiwiSaver funds' longer-term performance and vice versa, according to the latest MJW survey. MORE»
Simplicity starts year with a fee cut
Simplicity cuts its fees for the six consecutive year and criticises other managers for not doing the same. MORE»