GoodReturns
Archive - 2000
Year:
2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Filter:
Clear Filter
May 2000
04 May 2000 Superannuation - Cullen's Waterloo
04 May 2000 NZ Super plans delayed
04 May 2000 Superannuation secrets
03 May 2000 This is about as good as it gets
03 May 2000 Public Trust gets Wired
03 May 2000 Cullen keen to long term savings incentives
02 May 2000 Banks need more Internet savvy
02 May 2000 Competition keeps the squeeze on margins
02 May 2000 Fundamentals drive third generation master trusts
02 May 2000 AXA Business Superannuation (features and benefits)
02 May 2000 The rise of master trusts
02 May 2000 Loan product for new home builders
01 May 2000 Funds flow pleasing for March quarter
01 May 2000 Propertyowners quizzed on investment reasons
01 May 2000 Essentials of Mortgage Broking
01 May 2000 Do managers add value?
April 2000
30 Apr 2000 News Round Up
28 Apr 2000 Home affordability continues to wane
28 Apr 2000 Adviser regulation to go to Govt
27 Apr 2000 BT Adviser Workshop
26 Apr 2000 Property black spot ahead
25 Apr 2000 OM-IP ad narrowly escapes trouble
25 Apr 2000 Median house prices on the rise
19 Apr 2000 Two leading international managers together
19 Apr 2000 Rothschild launches new funds with Putnam
19 Apr 2000 Reserve Bank sets scene for mortgage rate rises
19 Apr 2000 A Meeting Of Like Minds
19 Apr 2000 A Meeting of Like Minds
19 Apr 2000 A market correction in the US… not yet a bear market in NZ
18 Apr 2000 Two leading international managers together
18 Apr 2000 Investors face pain and gain
18 Apr 2000 A Meeting Of Like Minds
17 Apr 2000 Two leading international managers together
17 Apr 2000 NZIT a go
17 Apr 2000 Long term care insurance
16 Apr 2000 News Round Up
16 Apr 2000 Watch you're not caught shortof
15 Apr 2000 Building a valuable business: Armstrong Jones Australian conference
13 Apr 2000 Discipline's the key
13 Apr 2000 Commission's report labelled wishy washy
13 Apr 2000 BT Adviser Workshop
12 Apr 2000 BT Adviser Workshop
12 Apr 2000 BT Adviser Workshop
12 Apr 2000 Maximising your clients potential.
12 Apr 2000 LBA chases members
11 Apr 2000 Planner Profile: Peter Hensley
11 Apr 2000 BT Adviser Workshop
11 Apr 2000 BT Adviser Workshop
11 Apr 2000 BT Adviser Workshop
11 Apr 2000 BT Adviser Workshop
11 Apr 2000 BT Adviser Workshop
11 Apr 2000 Maximising your clients potential.
11 Apr 2000 Floating rates head on up
11 Apr 2000 Dedicated fund a spectacular gamble: Upton
11 Apr 2000 Editorial: Dedicated fund dummy run
11 Apr 2000 Government Super Fund To Reduce Bond Portfolio
11 Apr 2000 GSF To Diversify Investment For Better Returns
10 Apr 2000 Bondholders to vote on rescue package
10 Apr 2000 BT Adviser Workshop
10 Apr 2000 BT Adviser Workshop
10 Apr 2000 Maximising your clients potential.
10 Apr 2000 BT Adviser Workshop
10 Apr 2000 Essentials of Mortgage Broking
09 Apr 2000 Insurance companies toughing it out
09 Apr 2000 Ho-hum for house prices
09 Apr 2000 About Financial-Link
09 Apr 2000 News Round Up
07 Apr 2000 BT Adviser Workshop
07 Apr 2000 A dedicated super fund could improve stability
06 Apr 2000 Securities Commission wants power to ban advisers
06 Apr 2000 What's driving property rentsea
05 Apr 2000 BT Adviser Workshop
05 Apr 2000 BT Adviser Workshop
05 Apr 2000 Property syndicators told off
05 Apr 2000 Walking with Dinosaurs - Can Inflation Occur in the New Economy?
05 Apr 2000 Walking with Dinosaurs - Can Inflation Occur in the New Economy?
05 Apr 2000 Walking with Dinosaurs - Can Inflation Occur in the New Economy?
05 Apr 2000 Not all dot.coms created equal
05 Apr 2000 The changing shape of a diversified portfolio
04 Apr 2000 Trans-Tasman tie-up for online property sites
04 Apr 2000 Putting money in the super cookie jar good idea: Cullen
03 Apr 2000 More advisers predicted to sign up to Global-e soon
03 Apr 2000 Technology stocks - Bubble or opportunity?
03 Apr 2000 Introduction to Financial Planning
02 Apr 2000 News Round Up
02 Apr 2000 Virtual mortgage broker E-Loan
March 2000
30 Mar 2000 Gov't to introduce retrospective tax laws
30 Mar 2000 RMI investors offered refunds
29 Mar 2000 AXA flogs off its trustee company
29 Mar 2000 Link between mortgage rates changes
28 Mar 2000 Top adviser students to be rewarded
28 Mar 2000 Cullen encourages savings
27 Mar 2000 ASB Bank falls into line
27 Mar 2000 Developments and Trends in Funds Management
26 Mar 2000 News Round Up
26 Mar 2000 Tech stocks: Sector too big to ignore
24 Mar 2000 Superambulations
23 Mar 2000 Unity adds online broking to its site
23 Mar 2000 Dr Cullen’s Super Scheme On Life-Support
23 Mar 2000 Cullen’s pet is looking even sicker
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.
11 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.
13 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