GoodReturns
Archive - 2001
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November 2001
14 Nov 2001 OCR cut to 4.75 per cent
14 Nov 2001 OCR cut to 4.75 per cent
13 Nov 2001 The Hub business services
13 Nov 2001 New De facto/Matrimonial Property Law
13 Nov 2001 Public Trust has appointed Henry Popplewell to the role of Business Ma
13 Nov 2001 The Macquarie Titan Trust
13 Nov 2001 The Macquarie Titan Trust
12 Nov 2001 NZRPT to remain unlisted
12 Nov 2001 Adviserlink - Introduction to Financial Planning
12 Nov 2001 The Macquarie Titan Trust
12 Nov 2001 The Macquarie Titan Trust
12 Nov 2001 FundSource Introduction to Financial Planning
12 Nov 2001 The cost of sales or just an easy way to get to the Costa de Sol?
11 Nov 2001 Sovereign cans $1 million giveaway
11 Nov 2001 Stronger Promotion Of Workplace Super Needed
11 Nov 2001 Red Tape Killing Super Schemes
11 Nov 2001 Odds on for a rate cut
09 Nov 2001 Address by Marvin Feldman
09 Nov 2001 Farmers' Mutual Group appoints Rita Evans to board
09 Nov 2001 The Financial Planner of the Year...
08 Nov 2001 Perpetual Investment's Roadshow
08 Nov 2001 Jordi Garcia wins top Award 2001
08 Nov 2001 Funds flow offshore holds up
07 Nov 2001 Southern Cross looks to advisers for help
07 Nov 2001 Address by Marvin Feldman
07 Nov 2001 Perpetual Investment's Roadshow
07 Nov 2001 Shake up at Invesco
07 Nov 2001 Managers stopped from using loophole
06 Nov 2001 Perpetual Investment's Roadshow
06 Nov 2001 Anita Bell on tricks to pay off mortgages faster
05 Nov 2001 Edinburgh loses CIO
05 Nov 2001 Address by Marvin Feldman
05 Nov 2001 Finalists announced
05 Nov 2001 Falling rates encouraging more borrowing
05 Nov 2001 Return to normal may take time
04 Nov 2001 National's super policy remains unchanged
04 Nov 2001 Ad Campaign Won't Hide Super Fund Flaws
04 Nov 2001 Super Campaign: Facts, Not Propaganda
04 Nov 2001 News Round Up
02 Nov 2001 It's Not too Late to Stop Risky Super Fund
02 Nov 2001 Information campaign for super
02 Nov 2001 Dorchester Pacific Limited
02 Nov 2001 SRI in Asia - ASrIA Conference
02 Nov 2001 Who wants to be a millionaire?
01 Nov 2001 Insurance Industry Solid After Terrorist Attacks
01 Nov 2001 The Government’s Super Scheme: Leveraging Up
01 Nov 2001 Home affordability falls in September quarter
01 Nov 2001 Who wants to be a millionaire?
01 Nov 2001 ASB appoints a dozen advisers
01 Nov 2001 Michael Littlewood's take on Prebble's speech
01 Nov 2001 Four managers pick up major Government super mandate
October 2001
31 Oct 2001 Report Proves Govt's Super Fund Flawed
31 Oct 2001 Dresdner RCM Presentation
31 Oct 2001 Dresdner RCM Presentation
31 Oct 2001 Dresdner RCM Presentation
30 Oct 2001 Prebble and Anderton agree on some things
30 Oct 2001 New housing consents fell in September
30 Oct 2001 Waltus tries to rescue KPMG Centre investment
30 Oct 2001 Managers add value locally
29 Oct 2001 TAM replaces its CIO
29 Oct 2001 Harts sold
28 Oct 2001 News Round Up
28 Oct 2001 Household indebtedness rises $240 million
25 Oct 2001 BNZ scoops the pool
25 Oct 2001 Top broker stickler for detail
25 Oct 2001 Tax Review could undermine superannuation debate
25 Oct 2001 New super watch dog
24 Oct 2001 Fears health tax may hurt insurers
24 Oct 2001 McLeod aims to level tax playing field
23 Oct 2001 Fund Manager of the Year Award Nominees
22 Oct 2001 English favouring tax incentives
22 Oct 2001 English favouring tax incentives
22 Oct 2001 Are hedge funds a seperate asset class?
22 Oct 2001 Kidd takes on newly established role
19 Oct 2001 Housing market falters in September
19 Oct 2001 A Healthy Return
19 Oct 2001 Morningstar questions Russell
19 Oct 2001 Women saving less than men
19 Oct 2001 What AMP's latest survey reveals
19 Oct 2001 AXA still not spent
18 Oct 2001 Working in New Zealand Seminar
17 Oct 2001 Disability news gets worse
17 Oct 2001 Spicers sold
17 Oct 2001 To be a guardian of the super fund see these people
17 Oct 2001 Women in Super
17 Oct 2001 New boss at Colonial First State
17 Oct 2001 Intl shares in favour: AMP Henderson
16 Oct 2001 Brownlee - the comparison
16 Oct 2001 Working in New Zealand Seminar
16 Oct 2001 Trading partner slump increases rate cut expectations
16 Oct 2001 What's best for the recovery - shares or hedge funds?
16 Oct 2001 To wrap or not to wrap?
16 Oct 2001 Mark Wooster joins sovereign
16 Oct 2001 Govt Actuary finally packs his bag
16 Oct 2001 Top mortgage broker supports regulation
16 Oct 2001 Gearing shares for good returns
15 Oct 2001 How much performance is in the stars?
15 Oct 2001 BankDirect appoints new marketing manager
14 Oct 2001 News Round Up
13 Oct 2001 English sheds super role
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.
2 days 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.
2 days 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.
4 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…
4 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".
4 days ago Paul Flood