GoodReturns
Archive - 2001
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June 2001
26 Jun 2001 Lifting the Lid
25 Jun 2001 All money should be invested offshore
25 Jun 2001 Housing tax plain dumb
25 Jun 2001 Global giant comes to NZ
25 Jun 2001 News Round Up
25 Jun 2001 Royal & Sunalliance appoints new Product Manager, Risk
25 Jun 2001 Marketing Today: Putting CRM theory into practice
25 Jun 2001 Lifting the Lid
24 Jun 2001 Watchdog's role unclear
22 Jun 2001 Jeanie Stanton leaving
22 Jun 2001 Polies reject housing tax, real estate agents crow
22 Jun 2001 Lifting the Lid
22 Jun 2001 Bondholder payout delayed
21 Jun 2001 Everyone's lining up for Life2go
21 Jun 2001 Review supports TTE, not TET
21 Jun 2001 Lifting the Lid
21 Jun 2001 Lifting the Lid
21 Jun 2001 Government review recommends tax on housing
21 Jun 2001 Breakthrough on Aust tax credits
20 Jun 2001 Tax changes to encourage savings
20 Jun 2001 Turn the lights on and make sure the drivers are licensed
20 Jun 2001 Property: Going round in circles
20 Jun 2001 Saving and investment in NZ and the super fund
20 Jun 2001 The Super Fund: Panacea or Placebo
20 Jun 2001 Improvement but no housing boom in sight
19 Jun 2001 Govt underfunds savings message
19 Jun 2001 How the Govt cut the Retirement Commissioner's funding
19 Jun 2001 FMG appoints new group regional manager
19 Jun 2001 Govt secures the numbers
19 Jun 2001 News Round Up
18 Jun 2001 Housing sales remain strong
18 Jun 2001 New boss at Morningstar
18 Jun 2001 Fund's rules present problems
17 Jun 2001 Panel goes for cash and intl shares
14 Jun 2001 New banking boss
14 Jun 2001 Colonial announces changes to its New Zealand team
14 Jun 2001 'Bright portfolio construction ideas to help you invest smarter'
14 Jun 2001 Green Party oppose Superannuation Fund Amendment Bill
14 Jun 2001 National continue to look at alternative
14 Jun 2001 Cullen and Peters on same 'wave length'
14 Jun 2001 Cullen agrees to proposal
14 Jun 2001 Weinsure goes hunting for bean-counters
14 Jun 2001 Mortgages for problem borrowers
13 Jun 2001 'Bright portfolio construction ideas to help you invest smarter'
12 Jun 2001 AJ takes high ground with new fund
11 Jun 2001 Further rate cut hopes fade
11 Jun 2001 Armstrong Jones Fund Launch
11 Jun 2001 Armstrong Jones Fund Launch
11 Jun 2001 Adviserlink - Introduction to Financial Planning
11 Jun 2001 'Bright portfolio construction ideas to help you invest smarter'
11 Jun 2001 First Metropolis repayment plan turned down
10 Jun 2001 News Round Up
10 Jun 2001 Opinions still divided about online broking
10 Jun 2001 Opinions still divided about online broking
10 Jun 2001 Hospitals to pay for super
08 Jun 2001 Armstrong Jones Fund Launch
08 Jun 2001 Armstrong Jones Fund Launch
07 Jun 2001 Uncertainty remains over index funds
07 Jun 2001 Club Life gears up for business
07 Jun 2001 What happens next to the ultimate political football
07 Jun 2001 An open letter to the Prime Minister
07 Jun 2001 Armstrong Jones Fund Launch
07 Jun 2001 Armstrong Jones Fund Launch
07 Jun 2001 PSIS extends home loans
07 Jun 2001 Is the Govt borrowing to seed its super fund?
07 Jun 2001 Not all offshore funds the same
06 Jun 2001 Opinion: National all bark, but no bite
06 Jun 2001 Armstrong Jones Fund Launch
06 Jun 2001 Retirement Commissioner Counsels Public Amidst Political Debate
06 Jun 2001 Armstrong Jones Fund Launch
06 Jun 2001 Politicians Continue To Play Silly Games Over Super
06 Jun 2001 Two new Tower Managed Funds appointments
06 Jun 2001 PR: ACT Repeats Call For Multi-Party Super Talks
06 Jun 2001 National Cries Foul Over Super Fund Select Committee Process
06 Jun 2001 Column: National all bark, but no bite
06 Jun 2001 Online Real Estate
06 Jun 2001 Peters Hopeful Of Superannuation Agreement Early Next Week
05 Jun 2001 News Round Up
05 Jun 2001 Borrowing question being over-simplified
05 Jun 2001 Armstrong Jones Fund Launch
05 Jun 2001 Armstrong Jones Fund Launch
05 Jun 2001 Why The Greens Are Wrong On Superannuation
05 Jun 2001 FundSource mellows on AMPH
03 Jun 2001 ACT Calls for All-Party Talks On Super
03 Jun 2001 No Time For Silly Politicians To Play Silly Politics
03 Jun 2001 Partial Pre-Funding Is The Best Way To Make Super Secure
03 Jun 2001 Greens say they still support the Govt
03 Jun 2001 National Shares Greens' Concerns Over Super Fund
03 Jun 2001 Greens give read light to Govt fund
03 Jun 2001 Greens block pre-funding
03 Jun 2001 Invest now to Secure our Future
03 Jun 2001 Greens put super on election menu: Cullen
01 Jun 2001 Morningstar says AMP changes OK
May 2001
31 May 2001 Greater emphasis needed on trauma cover
31 May 2001 Infoscan
31 May 2001 How to invest a $45 billion fund
31 May 2001 The Economy and the Superfund: Weighing the Evidence
30 May 2001 BNZ gets more risky with intl bonds
30 May 2001 A new take on Cullen's speech
30 May 2001 Coote joins Tower
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