GoodReturns
Archive - 2008
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March 2008
27 Mar 2008 ANZ stands by CDO fund sales
27 Mar 2008 BNZ lowers rate on share offer
26 Mar 2008 Bubble, bubble, toil and trouble
26 Mar 2008 Rates up, up and away
26 Mar 2008 Rates up, up and away
26 Mar 2008 Super Fund ends relationship with Fisher
25 Mar 2008 Tower appoints MD
25 Mar 2008 News Round Up
25 Mar 2008 Kiwibank grows home loan market share
25 Mar 2008 Landlords pushing up rents
21 Mar 2008 EUFA Roadshow
20 Mar 2008 Your guide to bank bond offers
20 Mar 2008 [Weekly Wrap] Unlikely allies may join forces
20 Mar 2008 Confidence placed in Blue Chip liquidator
20 Mar 2008 Harcourts' sales down over 30%
20 Mar 2008 Quest to be the biggest and the best
20 Mar 2008 NZ Super Fund considers changes
20 Mar 2008 Changes at Super Fund following CIO departure
19 Mar 2008 TSB gets a ratings upgrade
19 Mar 2008 EUFA Roadshow
19 Mar 2008 Tax rules would change under National
19 Mar 2008 Book: Property Law - A NZ Investors Guide
19 Mar 2008 Home loan rates up and rising
18 Mar 2008 9th Annual SuperFunds Summit
18 Mar 2008 No tax write-offs for investors
18 Mar 2008 The Best of Both Worlds
18 Mar 2008 Insurance rates rising: Survey
18 Mar 2008 SLPF raises money while it can
18 Mar 2008 Falling market offers opportunities for investors
17 Mar 2008 Debenture holders unable to write off losses: IRD
17 Mar 2008 PAA launch mortgage market offering
17 Mar 2008 EUFA Roadshow
17 Mar 2008 Mortgage brokers warm to joint APB
17 Mar 2008 Property investors beware - IRD investigation starting
16 Mar 2008 Go Mr Common Sense
14 Mar 2008 Weekly Wrap: PackING it in
14 Mar 2008 Attention shifts to credit funds
14 Mar 2008 Most people picking their own KiwiSaver managers
14 Mar 2008 Financial Independence for Holland
13 Mar 2008 IFA Professional Development
13 Mar 2008 Possible new rules for packaged property
13 Mar 2008 Housing market not a good look for Govt
13 Mar 2008 Investors need to think about returns differently
13 Mar 2008 ING shuts out investors as CDO losses mount
12 Mar 2008 Cover Notes
12 Mar 2008 Flying high
12 Mar 2008 REINZ residential highlights - February 2008
12 Mar 2008 February residential property market on the edge - REINZ
12 Mar 2008 GSF activates new global shares mandates
12 Mar 2008 Time to regulate sellers of packaged property
12 Mar 2008 New appointment at IRG
12 Mar 2008 Blue Chip investors told to hang in there
12 Mar 2008 Dyer dumped as NZ Super 'restructures'
11 Mar 2008 Not all bad news for property market
11 Mar 2008 Accountancy body shrugs off IFA critique
10 Mar 2008 EUFA Roadshow
10 Mar 2008 Slowdown continues for property values
10 Mar 2008 Brown takes the bait at Fisher
10 Mar 2008 ASSET - Thoughts for the day
10 Mar 2008 News Round Up
10 Mar 2008 QV commentary shows values dropping
07 Mar 2008 Professional Investment Services Summit 2008
07 Mar 2008 Changes afoot at Money Managers
06 Mar 2008 Auckland produces buyers' market in February
06 Mar 2008 Stark reality of housing market decline
06 Mar 2008 Monetary Policy Statement
06 Mar 2008 Bollard holds rates steady, highlights inflation, growth risks
06 Mar 2008 The official cash rate (OCR) will remain unchanged at 8.25%.
06 Mar 2008 St Laurence pulls listing plan
06 Mar 2008 The official cash rate (OCR) will remain unchanged at 8.25%.
05 Mar 2008 MFS Pacific to get around $11 mill
05 Mar 2008 Market Review: March 2008 commentary
05 Mar 2008 Westpac, TSB's mortgage market shares drop slightly
05 Mar 2008 Quiet achiever takes top fund award
04 Mar 2008 New boss of trustees organisation
04 Mar 2008 Uncertain future for Fortress notes
04 Mar 2008 INFINZ Finance & Treasury Forum 2008
04 Mar 2008 Major drafting error in KiwiSaver law
04 Mar 2008 New IRD tax book available now
03 Mar 2008 EUFA Roadshow
03 Mar 2008 Regional review: Gold on the wild West Coast?
03 Mar 2008 News Round Up
03 Mar 2008 Sovereign keeps its number one spot
03 Mar 2008 March issue - available now
02 Mar 2008 Where to for rates?
02 Mar 2008 No rate relief this week: Economists
02 Mar 2008 Falling homeownership rate changing rental market
01 Mar 2008 Adviserlink Courses 2008
February 2008
29 Feb 2008 Weekly Wrap: D-day for disclosure
29 Feb 2008 Fishy business
29 Feb 2008 Women play it safe with KiwiSaver
29 Feb 2008 Adviser remuneration for all to see
28 Feb 2008 Home loan report: Rates still on the rise
28 Feb 2008 Rates still on the rise
28 Feb 2008 More MFS trouble
28 Feb 2008 Middleton takes on Westpac role
27 Feb 2008 No quick improvement in returns: Wood
26 Feb 2008 Marac profits in turmoil
26 Feb 2008 ASFONZ Industry Breakfast
26 Feb 2008 ASFONZ Industry Breakfast
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