GoodReturns
Archive - 2007
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September 2007
07 Sep 2007 New PAA President
07 Sep 2007 New subdivision in pipeline for Frankton East
06 Sep 2007 LDC related business fails
06 Sep 2007 Hanover Roadshow
06 Sep 2007 Christchurch industrial park filling
06 Sep 2007 St Laurence Roadshow
06 Sep 2007 Book: Property Law - A NZ Investor's Guide
06 Sep 2007 Kiwibank profit growth slows but mortgage market share rises
06 Sep 2007 Sovereign's new head of home loans
06 Sep 2007 Buy in gloom: ING
05 Sep 2007 Responsible investments for KiwiSaver schemes
05 Sep 2007 Yellow Pages pulls offer - for now
05 Sep 2007 ING Roadshow 2007
05 Sep 2007 Fewer sales but good prices in September
05 Sep 2007 St Laurence Roadshow
04 Sep 2007 Hanover Roadshow
04 Sep 2007 Adviserlink – Practice Management
04 Sep 2007 ING Roadshow 2007
04 Sep 2007 Another finance company down
04 Sep 2007 S&P confirms two ratings
04 Sep 2007 St Laurence Roadshow
04 Sep 2007 How risky is 11%?
04 Sep 2007 Money at Work: Yellow Pages Bonds
04 Sep 2007 Jones quits Vestar after selling business
04 Sep 2007 ISI looks at setting up an APB
03 Sep 2007 Banks benefit from finance company problems
03 Sep 2007 House prices stand still while sales numbers fall
03 Sep 2007 ING Roadshow 2007
03 Sep 2007 Adviserlink - Fundamentals of Investment
03 Sep 2007 September issue - available now
03 Sep 2007 St Laurence Roadshow
03 Sep 2007 St Laurence Roadshow
03 Sep 2007 Three banks increase mortgage stakes
03 Sep 2007 News Round Up
03 Sep 2007 Taranaki: Under the mountain
03 Sep 2007 Website: NoCowboys.co.nz
August 2007
31 Aug 2007 Weekly Wrap: Your views on finance companies
31 Aug 2007 KiwiSaver Expo
31 Aug 2007 KiwiSaver enrolments hit 130K
31 Aug 2007 Online broker adds health insurance
31 Aug 2007 How to avoid fin coy chaos
31 Aug 2007 Market braces for further finance company reports
30 Aug 2007 Market braces for further finance company reports
30 Aug 2007 Five Star latest failure
30 Aug 2007 Good and bad news on fin coys
30 Aug 2007 South Canterbury reports strong position
29 Aug 2007 Hanover confirms record profit
29 Aug 2007 Councils stumped by affordable housing issues
29 Aug 2007 Liontamer WATER Roadshow
29 Aug 2007 KiwiSaver ad labelled misleading
29 Aug 2007 BNZ mortgage market share slips
29 Aug 2007 Adviserlink - Advice Process I: The sales approach
28 Aug 2007 Liontamer WATER Roadshow
28 Aug 2007 Breakfast with the Economists
27 Aug 2007 Yellow Pages offer halved
27 Aug 2007 Banks push up call rates
27 Aug 2007 Lenders pitch for borrowers' business
27 Aug 2007 Online auctions hit home loan market
27 Aug 2007 Adviserlink - Personal Risk Management
27 Aug 2007 OUR VISION YOUR DREAM – The Pacific at Mount Maunganui
27 Aug 2007 News Round Up
24 Aug 2007 Supporting advisers
24 Aug 2007 Strategic books $30 mill profit
24 Aug 2007 Liontamer WATER Roadshow
24 Aug 2007 Govt to tidy up finance company scene
23 Aug 2007 ABN AMRO Craigs launches new superannuation initiative
23 Aug 2007 Liontamer WATER Roadshow
23 Aug 2007 Understanding Ratings
23 Aug 2007 Personalised KiwiSaver accounts added
23 Aug 2007 Conflicting rate messages
23 Aug 2007 HFANZ announces new president & executive director
22 Aug 2007 Five point plan for investing in finance companies
22 Aug 2007 Liontamer WATER Roadshow
22 Aug 2007 Yellow Pages bonds at 11%
22 Aug 2007 End to long standing planner partnership
22 Aug 2007 PIEs a tasty treat for investors
21 Aug 2007 Adviserlink – Kiwisaver Superannuation Programme
21 Aug 2007 Nathans receivership confirmed
21 Aug 2007 Property market swings in buyers’ favour
21 Aug 2007 Liontamer WATER Roadshow
21 Aug 2007 Insurance commission disclosure must go, industry tells Dalziel
20 Aug 2007 Similiarities between Nathans and Bridgecorp
20 Aug 2007 Nathans Finance falls over
20 Aug 2007 Adviserlink – NZ Financial Services Industry Essentials
20 Aug 2007 Nathans Finance falls over
20 Aug 2007 Adviserlink – NZ Financial Services Industry Essentials
20 Aug 2007 Asset Allocation Summit NZ 2007
20 Aug 2007 PFS abandons bid for CBS
20 Aug 2007 Researcher strikes back
20 Aug 2007 News Round Up
20 Aug 2007 Well-known manager joins MFS
20 Aug 2007 Westpac increases rates
18 Aug 2007 Foreign investment on the rise
17 Aug 2007 Weekly Wrap: Commissions back on agenda
17 Aug 2007 Commission disclosure back on the agenda
17 Aug 2007 Nothing likely for Bridgecorp noteholders
17 Aug 2007 Credit crisis presents opportunities
17 Aug 2007 Office tenants embrace green initiatives
16 Aug 2007 Fidelity shares higher but hard to find
16 Aug 2007 ASSET - Beyond Bridgecorp
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.
22 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.
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".
3 days ago Paul Flood