GoodReturns
Archive - 2000
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December 2000
22 Dec 2000 Merry Christmas
20 Dec 2000 Morningstar's US CEO replaced
20 Dec 2000 Yes, location really matters
20 Dec 2000 Stop the takeover campaign launched
19 Dec 2000 Stock Exchange takeover defies logic
19 Dec 2000 New Zealanders in retirement want it all...but are not saving for it
19 Dec 2000 AXA New Zealand appoints new GM of Marketing
18 Dec 2000 National Bank changes horses
18 Dec 2000 What NZ insurers are doing about genetic testing
18 Dec 2000 The misuse of enduring powers of attorney
18 Dec 2000 IRD's Christmas gift to investors
17 Dec 2000 News Round Up
17 Dec 2000 Rates get a rejig
15 Dec 2000 New book release - The New Zealand Master Trusts Guide
15 Dec 2000 Prebble explains why he supports the superannuation bill
14 Dec 2000 Great Xmas Books
14 Dec 2000 PR: 1st Reading NZ Superannuation Bill
14 Dec 2000 New housing policy knocks back inflation
14 Dec 2000 Mercer's new head of research
13 Dec 2000 Still some risks with passive funds
13 Dec 2000 PR: Greens To Abstain On Super
13 Dec 2000 PR: Cullen welcomes Nat support
13 Dec 2000 PR: National Paves The Way For Rational Debate On Superannuation
13 Dec 2000 UK trusts stage a revival
13 Dec 2000 Financial planners bigger part of the landscape
12 Dec 2000 Year in review: mortgages
11 Dec 2000 AIA's parent becomes No.1
11 Dec 2000 Index funds to remain tax free
11 Dec 2000 Passive Tracker Funds Rulings Applications
11 Dec 2000 News Round Up
11 Dec 2000 Introduction to Financial Planning
10 Dec 2000 Changes at AIA
10 Dec 2000 Reduced rates ahoy!
07 Dec 2000 HIH betters its Australian parent
07 Dec 2000 Column: Don't mention the war
07 Dec 2000 BT promotes Gary Symons
07 Dec 2000 Guardian Trust moves into financial planning
07 Dec 2000 FPA Convention - Planning Pays
06 Dec 2000 Status quo on interest rates
06 Dec 2000 Managers want trust out
05 Dec 2000 Going once, going twice...
04 Dec 2000 Court of Appeal dismisses objections to Waltus proposal
04 Dec 2000 The need for diversification is greater in times of turbulence
03 Dec 2000 Battle of the Wills 2
03 Dec 2000 Advice necesary for couples under new law
03 Dec 2000 News Round Up
03 Dec 2000 CIOs to go
03 Dec 2000 Ogling the OCR
01 Dec 2000 Guardian Trust Funds Management Capital International roadshow
01 Dec 2000 Armstrong Jones OEIC Roadshow
01 Dec 2000 Armstrong Jones OEIC Roadshow
November 2000
30 Nov 2000 FMG appoints new CEO
30 Nov 2000 The war for talent fires up pay
30 Nov 2000 Guardian Trust Funds Management Capital International roadshow
30 Nov 2000 Guardian Trust Funds Management Capital International roadshow
30 Nov 2000 Armstrong Jones OEIC Roadshow
30 Nov 2000 Wizard launches Essentials loan
29 Nov 2000 Money Managers boss to the rescue
29 Nov 2000 Help for the bigger borrower
29 Nov 2000 Armstrong Jones OEIC Roadshow
29 Nov 2000 Armstrong Jones OEIC Roadshow
29 Nov 2000 Alliance Capital joins with AXA Asia-Pacific
28 Nov 2000 Superannuation Bill introduced to House
28 Nov 2000 Equitable slams Morningstar report
28 Nov 2000 PR: Let’s Debate The Scheme At Select Committee
28 Nov 2000 Investment manager retires
28 Nov 2000 Armstrong Jones OEIC Roadshow
28 Nov 2000 Fund reality check
28 Nov 2000 Armstrong Jones OEIC Roadshow
28 Nov 2000 Interest rates still to peak
27 Nov 2000 The stars fall for four managers
27 Nov 2000 PR: Super committee must be above politics
27 Nov 2000 Armstrong Jones OEIC Roadshow
27 Nov 2000 Armstrong Jones OEIC Roadshow
27 Nov 2000 Superwatch: Kiwis banking on home sales for comfortable retirement
27 Nov 2000 A brighter note for housing confidence
26 Nov 2000 News Round Up
24 Nov 2000 GSF Board announced
24 Nov 2000 Master trusts give good returns
24 Nov 2000 New Zealand a shining light: St John
23 Nov 2000 Perpetual Investment's Roadshow
23 Nov 2000 Making sense of the maze
22 Nov 2000 Court battles continue
22 Nov 2000 Perpetual Investment's Roadshow
22 Nov 2000 Tower buys AXA Health
21 Nov 2000 Premier looks at New Zealand
21 Nov 2000 An Exclusive Meeting with Rothschild
21 Nov 2000 Comparing the Online Brokers
21 Nov 2000 Perpetual Investment's Roadshow
21 Nov 2000 Household net worth still on the wane
21 Nov 2000 National housing figures down, but many regions still thriving
21 Nov 2000 Most New Zealanders expecting to eat their houses in retirement
21 Nov 2000 Cullen ignores Treasury advice
20 Nov 2000 An Exclusive Meeting with Rothschild
20 Nov 2000 An Exclusive Meeting with Rothschild
20 Nov 2000 An Exclusive Meeting with Rothschild
20 Nov 2000 One way to beat the Christmas rush
20 Nov 2000 Top jobs allocated
20 Nov 2000 News Round Up
20 Nov 2000 Introduction to Financial Planning
Latest News
Advice adds at least 5% a year, but clients can’t see most of it
Advice adds at least 5% a year, but clients can’t see most of it
4 min read
Adviser use of ETFs likely to continue to grow, Smart says
Adviser use of ETFs likely to continue to grow, Smart says
2 min read
FMA outlines its latest expectations for advisers
FMA outlines its latest expectations for advisers
6 min read
[Weekly Wrap] KiwiSaver in play; but outcome unclear
[Weekly Wrap] KiwiSaver in play; but outcome unclear
2 min read
Latest Comments
FMA outlines its latest expectations for advisers
Paul Flood: The danger is that the 'goalposts' (regarding what is acceptable or unacceptable adviser conduct) may be susceptible to change. Our 'Principles based' legal/regulatory environment lends itself to “prevalence-induced concept change” over time, perhaps not so much in the written laws and Code, as in the interpretation of the prescribed principles.
20 hours ago Steve Wright
FMA outlines its latest expectations for advisers
Just a tip, if you use more than six, six letter words in a sentence you lose most Kiwi's. So avoid client/adviser confusion when writing your post or article if you would like it read and understood. Ironically, my last sentence was not likely read.
22 hours ago Backstage
FMA outlines its latest expectations for advisers
All things said are great aspirational goals for a great financial advice industry, it mirrors what both the legislation and the code requires. However, like most things discussed it talks about what's expected not how it's done. The hardest aspect of financial advice today isn't what it is, it is how it is done. The how only comes from those that have done it, the how is only provided with examples. Guidance documents that spell out what's required along side how it it done. We’re still dealing with the same issues we started with in 2021, figuring out the how. And figuring out the how in every advice business is consuming resources that could easily be shortcut by the FMA demonstrating what they are expecting. It's not about “do it this way” its about this is the sorts of things we’re looking for. In the absence of standards and expectations, guesswork prevails. That represents significant risk to FAPs and the result is onerous overcooked advice processes for multiple advice operations and undercooked she’ll be right for single operators focused on getting the work done. Both approaches have potential for harm and as its been said earlier, leaves advisers open to explain they haven't been speeding with the authorities have pulled them over. The advice industry needs guidance on the how we know the what already.
2 days ago Jon-Paul Hale
Who is responsible for notifying policy changes?
Sticking an oar in, while we have “service” requirements the expectation that an adviser is responsible for discussing said change is relying heavily on assumption. 1. That the client hasn't moved and contact details haven't been updated. It happens more often than many think. 2. It assumes there is a servicing agreement in place to provide service. Remember the requirement is to scope service not provide it. A client deciding to have ad-hoc service on their request is a legally valid position to have. 3. If there is a service agreement that's realistic to what is expected, how long does the adviser push the issue to have the discussion before moving on with everything else they have to do? Again, a point that is not clear in the guidance to date. The challenge of the present rules is the adviser is responsible for ensuring the client understands the advice provided. How do you ensure you're covering this if a client doesn't engage despite genuine attempts to manage it? There's still a lot of “what if’s” in this whole are we’re only going to have clarity on once someone is taken to task about it. But first we need to have clarity on what ongoing service actually is, because right now demonstrated by the direct providers a letter once per year with a please call if you want to discuss is the current minimum…
2 days ago Jon-Paul Hale
FMA outlines its latest expectations for advisers
To correct errors in my previous post: "policies, templates, and controls" should read "policies, processes, systems and controls", and "is more conductive" should read "is more conducive".
3 days ago Paul Flood