GoodReturns
Archive - 2002
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July 2002
09 Jul 2002 Find out about the Cafeteria Plan
09 Jul 2002 Fisher Funds Management "Let's Go Shopping!" Roadshow
09 Jul 2002 Editorial: Why National has little credibility on super
09 Jul 2002 Active funds management questioned: report
08 Jul 2002 Home buying still positive: AMP
08 Jul 2002 Find out about the Cafeteria Plan
08 Jul 2002 Adviserlink Business Financial Services
08 Jul 2002 Politics: Labour Treats Landlords With Contempt
08 Jul 2002 News Round Up
08 Jul 2002 House Prices Could Slump
07 Jul 2002 WestpacTrust moves first
07 Jul 2002 Buying apartments straight off the plan
06 Jul 2002 Banks increase mortgage rates
05 Jul 2002 ANZ issue different
05 Jul 2002 Mortgage borrowing strong
05 Jul 2002 Calan's new chair
04 Jul 2002 Private Equity Opportunities - Innovative high growth companies
04 Jul 2002 Online insurance sales flop
04 Jul 2002 Markets ugly, but there are some good signs
04 Jul 2002 Landlords And The Election
04 Jul 2002 The Mortgage Myth
04 Jul 2002 Rate rises nearing peak
04 Jul 2002 MLC pulls out of NZ
04 Jul 2002 The ideal business insurance product
04 Jul 2002 Business insurance generates huge premiums
03 Jul 2002 Rate rises nearing peak
03 Jul 2002 Private Equity Opportunities - Innovative high growth companies
03 Jul 2002 Gambling on the casino economy won’t secure our future: Donald
03 Jul 2002 Greens go clucky over super
03 Jul 2002 OCR: Official Cash Rate up to 5.75%
03 Jul 2002 Rate rises nearing peak
03 Jul 2002 OCR up to 5.75%
03 Jul 2002 Auckland Rates: 'Robbing the poor' formula to stay
03 Jul 2002 Sharebrokers take different approaches
02 Jul 2002 Nats OK with Guardians
02 Jul 2002 Look Ma. No investment statement
01 Jul 2002 Why National has little credibility on Super
01 Jul 2002 Signs look positive for global shares
01 Jul 2002 Rapidly expanding shopping malls the centre of attention
01 Jul 2002 Rates rise tipped for Wednesday
01 Jul 2002 Rates rise tipped for Wednesday
01 Jul 2002 New partner at PWC financial planning
01 Jul 2002 News Round Up
June 2002
30 Jun 2002 Housing boom booming
30 Jun 2002 Stick with listed property
28 Jun 2002 Stick with listed property
28 Jun 2002 English outlines Nats super policy
28 Jun 2002 Housing boom booming
28 Jun 2002 National's super policy
27 Jun 2002 Private Equity Opportunities - Innovative high growth companies
27 Jun 2002 Property schemes 'hit credibility'
27 Jun 2002 Fired-up Spencer On Byron investors organise action
27 Jun 2002 Buying a house? See your lawyer
27 Jun 2002 Rich files damages claims
26 Jun 2002 Tower's flying new analyst
26 Jun 2002 Private Equity Opportunities - innovative high growth companies
26 Jun 2002 Ethic of home ownership alive and well
26 Jun 2002 New player comes out top
26 Jun 2002 Ethic of home ownership alive and well
25 Jun 2002 Rothschild's new line-up
25 Jun 2002 Deutsche Bank puts the case for currency management
25 Jun 2002 NZers willing but unable to own homes
25 Jun 2002 What Cullen's wealth tax means for investors
25 Jun 2002 NZ First wants fund invested in NZ
25 Jun 2002 Sovereign gets praised
25 Jun 2002 Why property investors should diversify
25 Jun 2002 The Management Of Family Trusts
24 Jun 2002 Exploding the residential property myth
24 Jun 2002 Private Equity Opportunities - innovative high growth companies
24 Jun 2002 Hotel Rooms - not quite Guaranteed
24 Jun 2002 Same old story... no room
24 Jun 2002 Adviserlink Introduction to Financial Planning
24 Jun 2002 Alliance withdraws support for NZ Super fund
24 Jun 2002 Maharey gets stuck into the Alliance
24 Jun 2002 Act's low key super policy
24 Jun 2002 CHP offers saving incentive
24 Jun 2002 News Round Up
24 Jun 2002 Trading trusts come in for attention from commission
24 Jun 2002 Successful Trust Management
21 Jun 2002 House prices hold up
21 Jun 2002 House prices hold up
21 Jun 2002 Where are all the investors?
20 Jun 2002 Macquarie Adviser Roadshow
20 Jun 2002 Private Equity Opportunities - Innovative High Growth Companies
20 Jun 2002 3rd Annual CO$TCON
20 Jun 2002 House prices fall in May
20 Jun 2002 Manage The Risks Of Investing
20 Jun 2002 Manage The Risks Of Investing - Part 2
20 Jun 2002 Mistakes With Mortgages By Investors
20 Jun 2002 Macquarie Adviser Roadshow
20 Jun 2002 Problems facing planners
19 Jun 2002 Macquarie Adviser Roadshow
19 Jun 2002 Macquarie Adviser Roadshow
19 Jun 2002 Property Prices Tipped To Rise
19 Jun 2002 Mega mortgage group formed
19 Jun 2002 Mega mortgage group formed
19 Jun 2002 Agreement terminated
19 Jun 2002 Gill goes to Tower
18 Jun 2002 Survey findings send strong message to future government
18 Jun 2002 Enough dieting, give us some meat
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".
5 days ago Paul Flood