GoodReturns
Archive - 2007
Year:
2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Filter:
Clear Filter
May 2007
10 May 2007 Fidelity counter-bid offers a few dollars more
10 May 2007 Adviserlink - Investment Planning
10 May 2007 INFINZ Securitisation Training & Conference 2007
10 May 2007 Adviser associations split on APB structure
09 May 2007 Deposit Rates Briefs
09 May 2007 Vestar appoints new Marketing Manager
09 May 2007 International banker appointed Hanover ceo
09 May 2007 FMG tempts Fidelity shareholders
09 May 2007 Short term rates up, long term rates stable
08 May 2007 Interest rates to burst house price bubble
08 May 2007 Taps turned on for new investment
08 May 2007 Fortnightly payments not necessarily cheaper
07 May 2007 Green credentials add value to property
07 May 2007 Adviserlink - Business Financial Solutions
07 May 2007 Adviserlink - Fundamentals of Investments
07 May 2007 News Round Up
07 May 2007 Vestar appoints key relationship manager
07 May 2007 People confident house prices will rise
04 May 2007 Banks pressure finance coys
04 May 2007 Auckland property market took a breather in April
04 May 2007 Biggest energy efficiency steps in 30 years
04 May 2007 MFS rolls on
04 May 2007 Sovereign encourages dual cover
03 May 2007 Tax changes hurt life insurance
03 May 2007 Deposit rates news briefs
03 May 2007 Hewitson moves on
02 May 2007 Higher bond rates worry shares
02 May 2007 Floating rates crack 10%
01 May 2007 Hamilton shopping centre for sale
01 May 2007 Adviserlink - Financial Plan Construction & Review
01 May 2007 M&As good for fin coy sector
01 May 2007 Auld hand joins Tower
01 May 2007 Smith leaves Sovereign
01 May 2007 PAA negotiates lower PI rates
01 May 2007 West Auckland: Investing in the wild West
01 May 2007 Website: Statistics New Zealand
April 2007
30 Apr 2007 Asset Allocation Summit NZ 2007
30 Apr 2007 Finware appoints Ops Manager
30 Apr 2007 AMP buys Roost
30 Apr 2007 News Round Up
27 Apr 2007 Hamilton Farmers Centre sells
27 Apr 2007 Five Mile project managers sought
27 Apr 2007 Weekly Wrap: Happy investment news
27 Apr 2007 Adviserlink - Continuing Education Series: Business Risk Management
27 Apr 2007 More commission cuts likely
27 Apr 2007 Funds have strong quarter
27 Apr 2007 Money Managers appoints investment analyst
26 Apr 2007 Implementing Kiwisaver Mastercourse
26 Apr 2007 Bollard hikes rates but gives no future guidance
26 Apr 2007 Bollard hikes rates but gives no future guidance
26 Apr 2007 Reserve Bank raises OCR to 7.75%
26 Apr 2007 Reserve Bank raises OCR to 7.75%
26 Apr 2007 Monetary Policy statement
26 Apr 2007 Affordable housing requires cutting development costs
26 Apr 2007 Investor confidence hits new highs
26 Apr 2007 Term deposits still seen as a safe haven
24 Apr 2007 Term deposits still seen as a safe haven
24 Apr 2007 National threatens NZ Superannuation again
24 Apr 2007 Housing market not alone in driving inflationary pressure
24 Apr 2007 Hysteria over commission cuts
24 Apr 2007 NZ Finance secures funding line
24 Apr 2007 Salvus likes cash
24 Apr 2007 Interest rates set to spiral further upwards
23 Apr 2007 Guardians get a bargain
23 Apr 2007 Advisers told to meet changes or become extinct
23 Apr 2007 House prices not ridiculous: BNZ economist
23 Apr 2007 Investment optimism remains high
23 Apr 2007 More Aucklanders to rent
22 Apr 2007 Economists divided on rate rise this week
22 Apr 2007 Vestar welcomes advisory manager
20 Apr 2007 [Weekly Wrap] Ownership changes in the spotlight
20 Apr 2007 Adviser regs back on the fast track
19 Apr 2007 ANZ first to cut broker commissions
19 Apr 2007 Advisers given reality check
19 Apr 2007 NZ March median house price hits new record high
18 Apr 2007 Quirk joins Milford
18 Apr 2007 Adviserlink - Fundamentals of Investments
18 Apr 2007 Adviserlink - Kiwisaver Accreditation Programme
18 Apr 2007 Competitive pressure amongst banks eases
18 Apr 2007 AMP chops passive international shares
17 Apr 2007 Economic outlook and the savings challenge
17 Apr 2007 Grosvenor on the buy
17 Apr 2007 Financial planning firm appoints KiwiSaver specialist
16 Apr 2007 David Russell joins Sentinel board
16 Apr 2007 Advisers and shoemakers
16 Apr 2007 More growth for property market: QV
16 Apr 2007 Deposit rates news briefs
16 Apr 2007 News Round Up
16 Apr 2007 New mortgage joint venture created
13 Apr 2007 9th APLIC Congress
13 Apr 2007 Weekly Wrap: Another firm gobbled up
13 Apr 2007 The Joneses continue national expansion
13 Apr 2007 MFS buys another advisory firm
12 Apr 2007 Interest rates keep on rising
12 Apr 2007 Aussie fund manager launches IPO
12 Apr 2007 Rate rise no put-off:Survey
11 Apr 2007 Guardian Funds in award-winning shape
11 Apr 2007 Adviserlink - Kiwisaver Accreditation Programme
11 Apr 2007 Adviserlink - Kiwisaver Accreditation Programme
11 Apr 2007 PAA members upbeat on LBA merger
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.
21 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.
23 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