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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Voluntary savings continue in KiwiSaver – ASB
A significant minority of people are making voluntary contributions to their KiwiSaver schemes to take advantage of volatile market conditions, according to research by ASB. MORE»
Generate KiwiSaver pumps $13.7 mill into social housing
Generate KiwiSaver has made a second investment into social housing. MORE»
Simplicity drops membership fees for all products
Simplicity has dropped its membership fees from all of its products effective immediately. MORE»
KiwiSaver default funds - all you need to know
Good Returns has gathered information from the six KiwiSaver default fund providers - everything from fees to customer support and how those funds will be invested. MORE»
Investment avoidance not good enough says Pathfinder
Pathfinder executives say KiwiSaver managers must do more to prove their ethical investment policies and products are making the difference they say they are. MORE»
First adviser-led KiwiSaver scheme
Low profile adviser group Aurora Financial has establised a new firm with its own KiwiSaver scheme with a strong ESG focus. MORE»
ANZ scales up, drops membership fees
ANZ New Zealand Investments has dropped its annual membership fee from all its managed KiwiSaver schemes. MORE»
KiwiSaver funds soar, non-contributors still a worry
More than 1.2 million KiwiSaver members did not invest in the scheme in the year to March 31, showing that while KiwiSaver has hit new heights in funds under management, there are big opportunities for providers and advisers. MORE»
