GoodReturns
Archive - 2000
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July 2000
28 Jul 2000 Tower Health relaunch
28 Jul 2000 Returns look rosy
27 Jul 2000 "Setting the Scene" - Guardian Trust Funds Management Roadshow 2000
27 Jul 2000 Common mistakes that home-buyers make
27 Jul 2000 Practice Management: Cruising to higher standards
27 Jul 2000 Tower picks up trustee business
27 Jul 2000 Clark says she supports the Cullen scheme
27 Jul 2000 Another wacky Nat Super scheme
26 Jul 2000 Online Financial Services - Post conference workshop
26 Jul 2000 "Setting the Scene" - Guardian Trust Funds Management Roadshow 2000
25 Jul 2000 AMPAM trumpets Henderson funds
25 Jul 2000 Big Cullen fund not good for NZ economy: Chamberlain
24 Jul 2000 Online Financial Services
24 Jul 2000 Battle of the brands
24 Jul 2000 Introduction to Financial Planning
24 Jul 2000 Clark sharpens axe for Cullen's not-so-Super
24 Jul 2000 PR: Kamikaze or killing time?
23 Jul 2000 News Round Up
23 Jul 2000 The British are Coming
23 Jul 2000 Get Super Report Here
23 Jul 2000 Industry analysis of the Group Superannuation and and Risk Market
23 Jul 2000 Study: Barrier to employers providing superannuation
23 Jul 2000 Study: Barrier to employers providing superannuation
21 Jul 2000 "Setting the Scene" - Guardian Trust Funds Management Roadshow 2000
21 Jul 2000 Australian manager challenges the market
20 Jul 2000 INVESCO Launch - Around the World in Seven Themes
20 Jul 2000 Setting the Scene" - Guardian Trust Funds Management Roadshow 2000
20 Jul 2000 Growth continues despite bumpy markets
20 Jul 2000 PR: Government sends a strong signal on the need for Private Savings
20 Jul 2000 PR: Super Too Important For Politicking
19 Jul 2000 Column: Cullen skins the super cat a different way
19 Jul 2000 INVESCO Launch - Around the World in Seven Themes
19 Jul 2000 Super Summit 2000
19 Jul 2000 House prices ease
19 Jul 2000 PR: Peter's blast from the past
19 Jul 2000 PR: Why should New Zealanders pay twice for NZ Super?
19 Jul 2000 Speech: National questions the rationale behind prefunding NZ Super
19 Jul 2000 Column: Cullen finds a different way to skin the Super cat
19 Jul 2000 Building up financial assets politically sustainable option: Cullen
18 Jul 2000 Parties reach agreement on super
18 Jul 2000 INVESCO Launch - Around the World in Seven Themes
18 Jul 2000 Regulation not on the agenda: Cullen
18 Jul 2000 Parties reach agreement on Super
17 Jul 2000 American International Assurance
17 Jul 2000 INVESCO Launch - Around the World in Seven Themes
17 Jul 2000 Pithy pointers for homeowners
16 Jul 2000 News Round Up
16 Jul 2000 Research: Ethical investment options
16 Jul 2000 AXA CEO Sounds Warning For Workers' Savings
13 Jul 2000 Internet set to transform financial services
13 Jul 2000 FPIA Convention
12 Jul 2000 Online mortgage broker E-Loan presents a challenge
12 Jul 2000 New style contributory mortgage
11 Jul 2000 Mortgage broker augments online service
10 Jul 2000 NGC House value not maintained
10 Jul 2000 Second syndicator acts, cuts fund payouts
09 Jul 2000 The joys of agents
08 Jul 2000 Global-e exits for now
08 Jul 2000 News Round Up
07 Jul 2000 AMPAM complements index management with active management
06 Jul 2000 Housing market ho-hum
05 Jul 2000 New player enters portfolio administration market
05 Jul 2000 Reserve Bank lets well alone
04 Jul 2000 Column: Will the NZSE be the beggar or the chooser?
04 Jul 2000 Planners in commission's sights
04 Jul 2000 No rise tipped for OCR review tomorrow
03 Jul 2000 One of the Best Investments is Educating our Younger Generations
03 Jul 2000 Past haunts Waltus
03 Jul 2000 Weekend in San Diego
02 Jul 2000 Mortgage broker gets wired
02 Jul 2000 News Round Up
June 2000
30 Jun 2000 Trusts: Questions asked about budget moves
30 Jun 2000 Aust gst (lightly) bites NZ investors
29 Jun 2000 Cautions for current market
28 Jun 2000 When free is not really free
28 Jun 2000 The importance of education
27 Jun 2000 Trusts paid more than $27 million to preschoolers
27 Jun 2000 Trusts paid more than $27 million to preschoolers
26 Jun 2000 Govt Actuary tries to deregister super scheme
26 Jun 2000 Research: Explaining the fall of listed property
26 Jun 2000 The Big Cullen Fund: Is it a good idea?
25 Jun 2000 News Round Up
22 Jun 2000 Ballantyne put into receivership
21 Jun 2000 Hip housing
21 Jun 2000 Column: Cullen fund maybe closer than you think
21 Jun 2000 Morningstar downgrades three managers
20 Jun 2000 Insurance bonds get a boost
19 Jun 2000 Tower revamps distribution
19 Jun 2000 Property going through
19 Jun 2000 Business Financial Services
19 Jun 2000 News Round Up
18 Jun 2000 Online loan service goes live
17 Jun 2000 Nationalising Savings
16 Jun 2000 Watch out for Super assault
15 Jun 2000 Trust tax changes called unnecessary
15 Jun 2000 Trust tax changes called unnecessary
15 Jun 2000 Making forward provision for the ageing population
15 Jun 2000 Fiscal Implications of Population Ageing
15 Jun 2000 Making forward provision for the ageing population
14 Jun 2000 Wills - the whys and wherefores
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
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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
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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