GoodReturns
Archive - 2007
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November 2007
01 Nov 2007 Dunne says KiwiSaver should be compulsory
01 Nov 2007 Vestar to put package to its Bridgecorp clients
October 2007
31 Oct 2007 Mercer elevates Lewington
31 Oct 2007 ASSET - Advisers bite into PIEs
31 Oct 2007 Adviserlink - Advice Process II: The Fact Find Consultation
31 Oct 2007 Structured Finance
31 Oct 2007 Book explains tax changes
31 Oct 2007 Market shift bring opportunities and threats for investors
30 Oct 2007 Competition moves to six months rates
30 Oct 2007 FDR returns better, but more volatile
29 Oct 2007 Property indicator slips on sagging sales
29 Oct 2007 Adviserlink - Personal Risk Management
29 Oct 2007 Geneva Finance refunds customers
29 Oct 2007 Waitakere frees up land for businesses
29 Oct 2007 Liberty securitises NZ mortgages
29 Oct 2007 News Round Up
26 Oct 2007 Geneva closing branches but staying open
26 Oct 2007 Weekly Wrap: Tower takes out top award
26 Oct 2007 Class action against Bridgecorp advisers unlikely
26 Oct 2007 Tower shines in awards
25 Oct 2007 Mortgage rates newsletter. OBSOLETE, use own category
25 Oct 2007 Bollard holds rates but warns about government spending
25 Oct 2007 OCR unchanged at 8.25%
25 Oct 2007 OCR unchanged at 8.25%
25 Oct 2007 MPS announcement
25 Oct 2007 MFS taking time on growth plans
25 Oct 2007 People engaging with KiwiSaver
25 Oct 2007 Call for compulsory tenant insurance
24 Oct 2007 Health cover up
24 Oct 2007 September quarter rocky: AMP
23 Oct 2007 Adviserlink - Fundamentals of Investment
23 Oct 2007 Tenant damage issue rears head again
23 Oct 2007 News Round Up
22 Oct 2007 No rate rise expected this week
22 Oct 2007 Carroll appointed ISI chair
22 Oct 2007 Property managers must lift their game to grow businesses
20 Oct 2007 Affordable housing Bill could make development easier
19 Oct 2007 Weekly Wrap: D for death row?
19 Oct 2007 Hooker ties up with insurance company
19 Oct 2007 Asset Finance told off for advertising debentures in Oz
19 Oct 2007 Three managers dominate gongs
19 Oct 2007 REINZ residential rental statistics launched
18 Oct 2007 Vidler to take up role with Fidelity
18 Oct 2007 Trustees to disclose client sector data
18 Oct 2007 Tenancy Tribunal orders available online
17 Oct 2007 Geneva given a tough assignment
17 Oct 2007 Morningstar Investment Conference
17 Oct 2007 Nowhere to hide
17 Oct 2007 Landlords react to compulsory insulation
16 Oct 2007 Geneva given D rating and proposes moratorium
16 Oct 2007 Geneva given D rating and proposes moratorium
16 Oct 2007 ANZ decides to keep Origin
16 Oct 2007 More big increases in finance company rates
16 Oct 2007 BT NZ misses the float boat
16 Oct 2007 Deposit rate news briefs
16 Oct 2007 Interest rate relief remains way off
15 Oct 2007 OneSure appoints new BDM
15 Oct 2007 Adviserlink – Practice Management
15 Oct 2007 Adviserlink - Advice Process I: The sales approach
15 Oct 2007 Investor confidence takes a hit
15 Oct 2007 Kiwis still confident about rental property
14 Oct 2007 First KiwiSaver cheques mainly govt money
12 Oct 2007 Weekly Wrap: Blame game heats up
12 Oct 2007 Some LDC investors likely to recoup investment in full - PWC
12 Oct 2007 Legal birds swirling finance companies
12 Oct 2007 Vultures or eagles circling? You decide
11 Oct 2007 Geneva annoyed at S&P's rating action
11 Oct 2007 Adviserlink - Advice Process I: The sales approach
10 Oct 2007 Adviserlink – Financial Plan Construction and Review
10 Oct 2007 Latest REINZ data confirms plummeting sales
10 Oct 2007 PINs payment pulled
10 Oct 2007 Home loan rates harden
10 Oct 2007 Fisher appoints international managers
09 Oct 2007 KiwiSaver enrolments exceed 200,000
09 Oct 2007 Lawyer says Bridgecorp action no 'witch hunt'
09 Oct 2007 Rates up, up, up
09 Oct 2007 3000 first home buyers take up Welcome Home Loans
08 Oct 2007 News Round Up
08 Oct 2007 Lawyer says Bridgecorp action no 'witch hunt'
08 Oct 2007 More evidence of a housing market slowdown
05 Oct 2007 Weekly Wrap: Some good and not-so-good news
05 Oct 2007 What PIE means for New Zealand Investors
05 Oct 2007 Cullen Fund again outperforms
05 Oct 2007 First NZ takes on two as retail funds expand
05 Oct 2007 Clegg and Co latest failure
04 Oct 2007 Return prospects for Five Star investors poor
04 Oct 2007 Auckland property market slow in September
04 Oct 2007 PINs drop interest payment
04 Oct 2007 realestate.com.au gives a toss about renters
04 Oct 2007 Disclosure regs due next month, in force by April 08
03 Oct 2007 Home Loan Report: Further cuts to fixed rates
03 Oct 2007 AdviserLink
03 Oct 2007 Market review: October 2007 commentary
03 Oct 2007 ING appoints two new staff to wholesale investment
03 Oct 2007 UK investment trusts fill new PIE
02 Oct 2007 Adviserlink - Advice Process III: Presenting the Recommendation
02 Oct 2007 St Laurence goes marching in to St John
02 Oct 2007 Tranzact targets ownership in 10 NZ advice firms by mid 2008
02 Oct 2007 TSB, HSBC profits jump but HSBC mortgage book shrinks
02 Oct 2007 Toolbox: STRATA Master
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.
1 day 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.
1 day 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.
3 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…
3 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