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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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.
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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
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’.
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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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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»
Consilium reports increased demand for KiwiWRAP
Consilium says it has seen a surge in advisers using its KiwiWRAP KiwiSaver scheme along with an increasing interest in personalised KiwiSaver advice from high-balance investors. MORE»
Lots of $2 billion milestones
Three companies have celebrated $2 billion milestones recently. MORE»
Sharesies KiwiSaver set to break even as funds soar
Sharesies’ KiwiSaver scheme should tip over into break-even and profitability in the current financial year, says the company’s KiwiSaver general manager Matt Macpherson. MORE»
Investors make dramatic shift to riskier KiwiSaver funds: FMA
The Financial Markets Authority says there has been a."dramatic" shift of KiwiSaver funds to riskier assets and one fund manager says that's a good thing. MORE»
