GoodReturns
Archive - 2001
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July 2001
27 Jul 2001 Tracking Wills On The Web - A World First
26 Jul 2001 Govt to remove quaint anomaly
26 Jul 2001 Harts group likely to be split up
26 Jul 2001 Mortgage brokers need to be regulated: Caird
26 Jul 2001 Last quarter unexciting
25 Jul 2001 Strategy: Improved optimism may take time to come through
25 Jul 2001 National Starts To Fight Dirty On Superannuation Fund
25 Jul 2001 National's super committee a super cop-out
25 Jul 2001 Cullen is happy super is back in the spot light
25 Jul 2001 HIH in full liquidation
24 Jul 2001 Super still needed if sea levels rise
24 Jul 2001 Super fund cripples elderly care
24 Jul 2001 Superannuation Time Bomb Still Ticking
24 Jul 2001 Peters on superannuation
24 Jul 2001 Answers, Burning issues and Palmerston North!
24 Jul 2001 S&P affirms Tower's ratings
24 Jul 2001 Housing figures a mixed bag
24 Jul 2001 Managed funds take a hit
23 Jul 2001 Every Cent of Super Fund Must Be Borrowed
23 Jul 2001 LBA - 2001 Conference & Annual General Meeting
23 Jul 2001 Infoscan Ltd
22 Jul 2001 Remember Live Aid?
22 Jul 2001 Remember Live Aid?
22 Jul 2001 Planning industry needs lowlifes
20 Jul 2001 Opinion: Survey seeks to remove mystery
20 Jul 2001 AIA cuts ties with Sovereign
19 Jul 2001 FPIA Conference 2001 - Beginning a New Future
19 Jul 2001 Govt Creates Confusion Over Superfund
18 Jul 2001 Incentives Needed For Private Pension Saving
18 Jul 2001 "Home Grown Success Tastes Sweeter"
18 Jul 2001 Royal & Sunalliance appoints new Marketing Support Manager
18 Jul 2001 Loans for people banks won't look at
18 Jul 2001 Home affordability improves again
18 Jul 2001 Controlled foreign company
18 Jul 2001 NZ shares not such a dog
18 Jul 2001 National becomes more populist on super
17 Jul 2001 National 'No' Means Super Fund Should Not Pass 'Go'
17 Jul 2001 "Home Grown Success Tastes Sweeter"
17 Jul 2001 National rejects Superfund - costs outweigh benefits
17 Jul 2001 The Seven Deadly Sins of Dr Cullen's scheme
17 Jul 2001 National will cut super: Anderton
17 Jul 2001 Phantom bidding slammed
17 Jul 2001 Consumer road tests managed funds
16 Jul 2001 “Home Grown Success Tastes Sweeter”
16 Jul 2001 Opinion: Consumer’s got it wrong ... again!
16 Jul 2001 Nats predictable, cynical and confused: Cullen
16 Jul 2001 BT's Selth steps down
16 Jul 2001 News Round Up
16 Jul 2001 AXA ups commissions by 33%
13 Jul 2001 Saving and Retirement: new perspectives
12 Jul 2001 Interest rates continue to rise
12 Jul 2001 Sovereign puts standards on advisers
12 Jul 2001 FMG has new marketing manager
11 Jul 2001 AXA pulls out cheque book
10 Jul 2001 Ballantyne bondholders get 30c in the dollar
10 Jul 2001 ASB snares five new advisers
10 Jul 2001 TMF grows team
10 Jul 2001 Tower beefs up team
10 Jul 2001 ORC saves itself
09 Jul 2001 First payment made into super fund
09 Jul 2001 The Good stuff on I Grow Private Equity Limited
09 Jul 2001 GTFM Equity managers
09 Jul 2001 A BIG thank you
09 Jul 2001 Kiwi appetite for housing debt seems to be abating
09 Jul 2001 News Round Up
05 Jul 2001 First index funds have rulings renewed
04 Jul 2001 Tax review raises serious concerns
04 Jul 2001 Club Life comes to life
04 Jul 2001 New appointments at Perpetual Trust
04 Jul 2001 RB leaves cash rate unchanged
04 Jul 2001 RB leaves cash rate unchanged
03 Jul 2001 New marketing programme drives record funds flow
03 Jul 2001 Something Just for Kids
03 Jul 2001 Lifting the Lid
03 Jul 2001 Tax review puts funds on equal footings
03 Jul 2001 News Round Up
02 Jul 2001 Adviserlink - Introduction to Financial Planning
02 Jul 2001 To fix or float, what is the answer?
01 Jul 2001 Superannuation watchdog barks, but won’t bite
01 Jul 2001 The best of the best from both sides of the Tasman
01 Jul 2001 Insurers keen to test the Internet’s potential
01 Jul 2001 AssureDirect offers significant premium discounts
01 Jul 2001 The logic of online insurance
01 Jul 2001 Money Managers appoints new seminar presenter
June 2001
29 Jun 2001 Lower mortgage rates likely this year but not yet
29 Jun 2001 Royal & Sunalliance appoints new Business Support Manager
29 Jun 2001 ASB's Ralph Norris to retire
29 Jun 2001 Invest now to Secure our Future
29 Jun 2001 Lifting the Lid
28 Jun 2001 Treasury confirms it - Govt borrowing for Superfund
28 Jun 2001 PLANZ to be wound up
28 Jun 2001 Royal & Sunalliance appoints new Technology Support Manager
28 Jun 2001 Lifting the Lid
28 Jun 2001 Broking firm challenges the market
27 Jun 2001 Lumley Life seeks to by-pass troublesome upfront agents’ fees
27 Jun 2001 Beauty in the eye of the beholder
27 Jun 2001 Lifting the Lid
26 Jun 2001 New chair seated at Securities Commission
26 Jun 2001 Dorchester continues to grow
26 Jun 2001 Lifting the Lid
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