Articles tagged with 'risk management'
Non-bank mortgage lending soars in 2018
1 February 2019 - Non-bank mortgage lending volumes jumped by more than $500 million last year, according to newly-released data, which underlines the growing prominence of alternative lenders.
Needs analysis and your advice process
2 July 2018 - Now this is been scratching away at my brain for a while. With the many advice processes discussed, in conversations with advisers over the years, I still struggle with two fundamentals when it comes to risk management and life cover planning.
FMA focus on financial advice
16 November 2017 - Financial advice is a key area of focus for the Financial Markets Authority, its chief executive Rob Everett told the Infinz conference.
More than insurance advice
25 July 2017 - Imagine an adviser presenting a large per-mile loading for motorbike racing. The client is looking at the choice between the exclusion and the eye-wateringly large cost with the loading. How do they respond?
Getting to Know: Michael Naylor
14 July 2017 - Michael Naylor has spent a lot of time studying financial advisers - but he wants you to know he's not a "loony-leftie" academic.
Clients can't stomach risk: Ndege
26 April 2017 - The founder of a new risk profiling tool being launched in New Zealand says too many advisers overestimate their clients' capacity to handle risk.
Risk tools for KiwiSaver advisers
16 September 2015 - Advisers are being offered new tools to help them analyse KiwiSaver funds’ risk.
Risk management a challenge
11 May 2015 - Growing complexity in risk management is set to be a major challenge for asset owners over the next 12 months, according to a survey by custodian BNP Paribas Securities Services.
