GoodReturns
Archive - 2007
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August 2007
16 Aug 2007 Better saved than sorry: Treasury
16 Aug 2007 Hopcroft made associate
16 Aug 2007 Lack of business zoned land in the Auckland region
15 Aug 2007 Census 2006 confirms declining home ownership
15 Aug 2007 Capital Guaranteed Investments Seminar
15 Aug 2007 Loan Market looks to life for growth
15 Aug 2007 Changes to super fund rules announced
15 Aug 2007 Loan Market looks to life for growth
15 Aug 2007 Planner takes on Life Settlements Fund role
14 Aug 2007 Adviserlink – Financial Plan Construction and Review
14 Aug 2007 ASFONZ Forum 2007
14 Aug 2007 Capital Guaranteed Investments Seminar
14 Aug 2007 Australian hedge fund operator opens NZ shop
14 Aug 2007 Landlords need to properly lodge bonds
13 Aug 2007 Deposit rate news briefs
13 Aug 2007 News Round Up
13 Aug 2007 Adviserlink – Business Financial Solutions
13 Aug 2007 Property market continues to slow: QV
13 Aug 2007 Website: SuburbWatch adds new features
12 Aug 2007 Calls to blacklist “tenants from hell”
10 Aug 2007 Major medical cover proving popular
10 Aug 2007 Weekly Wrap: Credit crunch continues
10 Aug 2007 National campaigning on housing supply
10 Aug 2007 Lending gets harder for fin coys
10 Aug 2007 AIA appoints group business manager
09 Aug 2007 Sales volumes plummet to 2001 level – REINZ
09 Aug 2007 BT NZ likely to join new listing
09 Aug 2007 Adviserlink – Investment Planning
09 Aug 2007 Yellow Pages considers $300 mill bond offer
09 Aug 2007 Asteron National Roadshow
09 Aug 2007 Asteron National Roadshow
09 Aug 2007 Calls to speed up regulation
09 Aug 2007 “Tenants from hell” take advantage of Tribunal delays
09 Aug 2007 Toolbox: Realestate.co.nz
08 Aug 2007 Capital Guaranteed Investments Seminar
08 Aug 2007 Asteron National Roadshow
08 Aug 2007 Interest in Provincial assets, but not for investors
08 Aug 2007 New chief investment officer for Arcus
08 Aug 2007 CDO crisis spooks ING funds but no panic
07 Aug 2007 More housing doom and gloom from BNZ survey
07 Aug 2007 Capital Guaranteed Investments Seminar
07 Aug 2007 Asteron National Roadshow
07 Aug 2007 Asteron National Roadshow
07 Aug 2007 BNZ denies it's re-entering broker market
07 Aug 2007 Fortress sells assets to reduce debt
07 Aug 2007 Strategic calls for industry tidy up
06 Aug 2007 Auckland property prices steady in July
06 Aug 2007 Spicers appoints new ceo
06 Aug 2007 Banks battle over one-year rates
06 Aug 2007 Adviserlink – Kiwisaver Superannuation Programme
06 Aug 2007 Adviserlink - Advice Process III: Presenting the Recommendation
06 Aug 2007 Capital Guaranteed Investments Seminar
06 Aug 2007 Asteron National Roadshow
06 Aug 2007 Asteron National Roadshow
06 Aug 2007 News Round Up
06 Aug 2007 Who says Auckland is short of land?
06 Aug 2007 Nelson: Getting it right
03 Aug 2007 Tower alters premiums
03 Aug 2007 Weekly Wrap:
03 Aug 2007 Tenants playing the system for free rent
03 Aug 2007 Not many 'responsible' KiwiSaver investment options: Greens
03 Aug 2007 AGRI Fund appoints Stuart Nattrass as ceo
03 Aug 2007 Melview planning more property development in Central Otago
02 Aug 2007 BNZ talks down housing market crash
02 Aug 2007 Manakau property tax doomed to fail – REINZ
02 Aug 2007 Details of Bridgecorp gloom
02 Aug 2007 Survey finds advisers ignore true value
02 Aug 2007 Gauges give mixed view of property market
01 Aug 2007 Auckland house prices ease but rents rising
01 Aug 2007 Bridgecorp report amazing reading
01 Aug 2007 A Tower MD moves to GE
01 Aug 2007 Country lifestyle popularity gaining on city life: survey
July 2007
31 Jul 2007 Bridgecorp receivers have bad news for investors
31 Jul 2007 Capital Guaranteed Investments Seminar
31 Jul 2007 Key touts investment tax cuts as Kiwi saviour
31 Jul 2007 Further OCR hikes predicted
31 Jul 2007 Building consent numbers still high
30 Jul 2007 Trust has big profit turnaround
30 Jul 2007 Capital Guaranteed Investments Seminar
30 Jul 2007 Rates updates and more
30 Jul 2007 News Round Up
30 Jul 2007 John Palmer appointed to AMP Board
30 Jul 2007 Chinks showing in housing market
29 Jul 2007 Bridgecorp and advisers
27 Jul 2007 Mates rates from Instant Finance
27 Jul 2007 Housing market still growing despite rate hikes
27 Jul 2007 Introducing Adviser Pulse
27 Jul 2007 Introducing Adviser Pulse
27 Jul 2007 Key touts investment tax cuts as Kiwi saviour
27 Jul 2007 Commission remains evergreen issue
27 Jul 2007 Adviser commissions dominate discussion
27 Jul 2007 BT appoints new manager
26 Jul 2007 Goodman Property Trust’s record year
26 Jul 2007 Bollard raises rates but suggests he may be done
26 Jul 2007 FPA boss urges IFA to take lead on regulation
26 Jul 2007 MPS announcement
26 Jul 2007 Reserve Bank raises official cash rate (OCR) to 8.25%
26 Jul 2007 OCR up to 8.25%
25 Jul 2007 IFA 2007 Success Forum
25 Jul 2007 Hedge funds not for retail investors: Association
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.
13 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.
15 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