ASSET Magazine:  December 2009

Reality checklist - 5 regulation starters for 2010

ASSET was launched in 2002 and is a distinctive, high quality publication that delivers in-depth analysis of the key concerns for financial advisers such as regulation, tax changes and KiwiSaver.

Taking the issues one step further, ASSET discusses the people, products and passions of the financial services industry.

ASSET is a monthly publication targeted to all those who provide financial services advice, including financial planners, investment advisers, fund managers, brokers, risk advisers, lawyers and accountants.

December 2009 issue: Reality checklist
With the road to regulation about to open up David Chaplin reports on five practical steps advisers can take now to make the journey easier

Features this month include:

Opinion: Why Consumer was wrong
Financial planner Liz Koh was infamously ejected from the Code Committee in the wake of Consumer magazine's ‘w' trip. Koh explains why Consumer was shopping in all the wrong places

Profile: Edward Richards: A regulation guy
Earlier this year Edward Richards jumped back into full-on career mode by accepting the job as head of the Professional Advisers Association just as regulation hit the industry. But, as David Chaplin discovers, Richards is no stranger to industries in transition

Crisis Management: Precious portfolios - Why gold is good
According to Charles Drace, founder and managing director of Socrates Fund Management, it's way too early to call the financial crisis at an end. Investors, Drace says, will need gold-plated strategies in the years ahead

Special Report: Having Super Choice
Peter Dine, Head of Business Development, Aegis, talks about a new way to invest in superannuation

Also in this issue of ASSET:

Practice management: For a free-flowing game professionalism trumps rule-book
Rules are one thing, behaviour is another. Angus Dale-Jones, Securities Commission head of supervision, says advisers can make regulation easier on themselves by aspiring to make the industry a profession

Practice management: Money for jam - Why jars are not required
Dr Dave McMillan's Nana was no accountant but she had her own cash-flow management system and while it worked well, times have moved on

Columns:

Professional Advisers Association: Your ace card - How to play it with attitude
PAA chief, Edward Richards, is positive 2010 will be a good year - if you want it to be

Hutchinson: Best rates - A long-term view on commissions
Russell Hutchinson goes looking for the best commission deal in the market but finds more than he bargained for

ASSET also contains the latest fund performance data from FundSource.