Going beyond the returns: embracing fintech to deepen human connections
Digital technology has continued to play a vital role in the financial services sector since the late 60s, when the first ATM was introduced.
In more recent years, technology has evolved to not only provide functional benefits, but to also stimulate and foster emotive connections. The explosion of technology presents a massive opportunity for companies to forge unbreakable bonds with clients and to encourage them to become more emotionally invested in their financial wellbeing.
The recent market volatility has caused many investors...MORE»
[FSC Conference] The rise of the machines; Robo like a toddlerFriday, October 16th, 7:35AM
Fintech and robo advice are a theme in our coverage of day three of the FSC conference; plus we report on Kiwi's financial resilience. MORE» |
[FSC Conference] We need to talk about retirement; National MP calls for compulsory superThursday, October 15th, 7:12AM
In our coverage of day two of the FSC conference National commerce spokesman Andrew Bayly supports compulsory superannuation; Financial Markets Authority chief executive Rob Everett outlines his expectations and more. Read on. MORE» |
[FSC Conference] Robertson v Goldsmith; Fixing income protection; RBNZ update
Welcome to coverage of the first day of the virtual FSC Conference. With the election looming we have the battle of the men who want to be finance ministers. Also there is an update from the Reserve Bank and calls for changes to income protection.
MORE»It’s time to level up and address the needs of the modern investor
As financial service providers (FSPs) try to navigate a post-pandemic world, it’s clear that business models need to be restructured around shifting customer demographics and market influences.
MORE»Christchurch based financial advisor Patrick Clemenger talks about communicating outcomes and ensuring clients understand the advice he gives
Engaging clients in the investment arena can be challenging at times, especially with legislation around what financial advisors must provide to clients, not everyone wants to read 40, 50 or more pages of a Statement of Advice…
MORE»The ultimate client relationship relies on…
Communicating regularly and being in contact when it counts.
MORE»Are you ready for the March 2021 deadline?
Run your own FAP with confidence
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