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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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
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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KiwiSaver assets grow to $117.6 bill
The KiwiSaver pot grew by $7 billion to $117.6 billion in the third quarter of this year with QuayStreet, Milford and Generate highlighted as some of the strong performers over the long term. MORE»
KiwiSaver shortcomings identified in global report
Bumping up KiwiSaver contributions and introducing a carer’s savings credit for those with young children are among the improvement measures identified in a new report benchmarking New Zealand against other countries’ pension systems. MORE»
Tattoo removal and IVF companies are part of Generate's new PE deal
Generate KiwiSaver makes another investment into private equity. MORE»
KiwiSaver winners
Andrea Malcolm looks at the latest KiwiSaver data from Melville Jessup Weaver and finds out who the big winners are over recent years. MORE»
All numbers point north for KiwiSaver
The March 2024 reporting year for KiwiSaver showed the strongest growth in total funds since 2021 and passed the $100 billion milestone, according to the Financial Markets Authority. MORE»
Sharesies KiwiSaver adds multiple-base fund selection
Sharesies KiwiSaver members can now combine multiple base funds instead of having to choose only one for their KiwiSaver scheme. MORE»
Two KiwiSaver schemes report larger losses but make revenue gains
Two of the newer KiwiSaver schemes chalked up larger losses in their latest financial year. MORE»
ASB CEO talks compulsion, contribution and PE in KiwiSaver
ASB CEO Vittoria Shortt would like to see change when it comes to KiwiSaver policy and is interested in developing the product. MORE»
