GoodReturns
Archive - 2000
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November 2000
19 Nov 2000 Business Protection and the use of Trusts
19 Nov 2000 Fund Manager League Table
18 Nov 2000 Auckland Property Investors - Successful wealth creation from property
17 Nov 2000 Government has made a huge decision with no-one noticing
16 Nov 2000 Waltus merger not yet out of the woods
16 Nov 2000 Individual accounts for super a possibility
15 Nov 2000 Speeding up the service
15 Nov 2000 Two and three years fixed rates ease, but fine tuning continues
14 Nov 2000 Colonial First State appoints new manager
14 Nov 2000 Bank customers battling on
14 Nov 2000 PR: Federated Farmers Signal Importance Of Super Fund Debate
14 Nov 2000 Act mirrors NZ First's position on pre-funding
13 Nov 2000 Armstrong Jones teams up with the Scots on OEICs
13 Nov 2000 Tough new rate from the Wizard
13 Nov 2000 Cullen welcomes ACT's support
13 Nov 2000 ACT Announces Super Position
13 Nov 2000 Act outlines its views on the Govt's super plans
13 Nov 2000 Fund big, but not a monster
12 Nov 2000 Economic forecast tries to look on the bright side
12 Nov 2000 Caution urged on rates
10 Nov 2000 Kevin McLean leaves Tower
09 Nov 2000 ASX seeks merger with NZSE
09 Nov 2000 Wizard on the move
09 Nov 2000 Japan a basket case again
09 Nov 2000 The Government Actuary backs off on deregistration plans
08 Nov 2000 Column: Is the mood turning?
08 Nov 2000 Changes at Aon Consulting
08 Nov 2000 Speech: Securing New Zealand Super Into The Future
07 Nov 2000 Guardian Trust Funds Management Dresdner 'Down-Under Roadshow'
07 Nov 2000 Guardian Trust Funds Management Dresdner \\\'Down-Under Roadshow\
07 Nov 2000 Dealing to debt
07 Nov 2000 Japan commits economic hari kari - again
07 Nov 2000 Act looks likely to support pre funding idea
06 Nov 2000 Waltus gets the go-ahead
06 Nov 2000 Guardian Trust Funds Management Dresdner 'Down-Under Roadshow'
06 Nov 2000 ING
06 Nov 2000 Investors happier about houses
06 Nov 2000 To trust or not to trust?
06 Nov 2000 Essentials of Mortgage Broking
05 Nov 2000 News Round Up
03 Nov 2000 Australia not necessarily a gold medal prospect
03 Nov 2000 Speech: Why prefunding is sustainable
03 Nov 2000 The Fundamentals 2 - What people are saying about prefunding
02 Nov 2000 AXA sells its mortgage book
02 Nov 2000 Kiwi dollar diagnosis: patient’s feet hot, head cold, temperature fine
02 Nov 2000 BT reshuffles team
01 Nov 2000 Home affordability down, but not out
01 Nov 2000 Macquarie makes a new appointment
01 Nov 2000 Past imperfect
October 2000
31 Oct 2000 Regional brokers tie the knot
31 Oct 2000 AMP puts its wrap online
30 Oct 2000 Mortgage brokers grow in force
30 Oct 2000 What problem is the Big Cullen Fund trying to solve?
29 Oct 2000 News Round Up
29 Oct 2000 The battle of the wills
29 Oct 2000 Beattie makes his move
29 Oct 2000 Find out which managers have been performing well
27 Oct 2000 New Zealand the Edinburgh of the South Pacific?
26 Oct 2000 Slump's the word
26 Oct 2000 Is the end in sight for New Zealand's funds management industry?
26 Oct 2000 David Heape - International Equities - Where to from here?
25 Oct 2000 International shares hot, local ones not
25 Oct 2000 International share funds shine
25 Oct 2000 New homes on the Net
25 Oct 2000 Woman takes the helm at AMP Henderson
24 Oct 2000 AMP talks tech
24 Oct 2000 The plain truth on plain English wills
23 Oct 2000 News Round Up
22 Oct 2000 Column: The history and irony of superannuation
21 Oct 2000 An alternative to the Big Cullen Fund
20 Oct 2000 BT wins
19 Oct 2000 Funds Management Conference
19 Oct 2000 A few smiles for spring
18 Oct 2000 Independence redefined
18 Oct 2000 Residential Care Subsidies
18 Oct 2000 Bill English has some fundamental questions for Michael Cullen
17 Oct 2000 Taxing beneficiary income of minors at 33% rate
17 Oct 2000 Putting the case for tech
17 Oct 2000 An investment with a fine nose
17 Oct 2000 Superannuation
17 Oct 2000 FPIA appoints CEO
17 Oct 2000 Hold on for higher inflation
17 Oct 2000 Govt introduces bill to hit minors
16 Oct 2000 New society aims to raise manager standards
16 Oct 2000 John King Guardian Trust Appointment
16 Oct 2000 Going global - home is not necessarily where your listed shares are
16 Oct 2000 News Round Up
16 Oct 2000 ACT gives its views on the Big Cullen Fund
15 Oct 2000 REAL rolling on
13 Oct 2000 SX finally cleared to buy Aetna
13 Oct 2000 Reaction to Superannuation Scheme
13 Oct 2000 Super policy answers two questions
13 Oct 2000 Super Solution. What's the Problem?
12 Oct 2000 New generation capital protected fund
12 Oct 2000 More waiting for Waltus
12 Oct 2000 Royal & SunAlliance OEICs for NZ
11 Oct 2000 Not nyet, but not yet, AJs says
11 Oct 2000 A look ahead
11 Oct 2000 Super scheme aimed at providing certainty
11 Oct 2000 The Government is asked many questions on pre-funding NZ Super
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.
11 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.
13 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