GoodReturns
Archive - 2000
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March 2000
22 Mar 2000 Tower share price continues to irk
22 Mar 2000 Wizard close to joining the fray
22 Mar 2000 Advisers' view: Is Australia part of the local marketer
22 Mar 2000 Government Actuary defines super schemes
21 Mar 2000 Tech stocks: Is this latest trend for you?
21 Mar 2000 Govt Actuary plans to get tough on super funds
20 Mar 2000 Global-e bonds launch
20 Mar 2000 AMPAM gets Private Capital away
19 Mar 2000 BNZ lifts floating rate
19 Mar 2000 News Round Up
19 Mar 2000 House prices still strong overall
18 Mar 2000 Gorbachev Did Not Kill Socialism After All
17 Mar 2000 Global-e bonds launch
17 Mar 2000 Investment Issues in the New Millennium
16 Mar 2000 Global-e bonds launch
16 Mar 2000 Global-e Bonds launch
16 Mar 2000 Don Brash Speaks
16 Mar 2000 Equitable relaunches mortgages
16 Mar 2000 Equitable relaunches its mortgages
15 Mar 2000 Global-e ain't a lottery: Markwick
15 Mar 2000 Official Cash Rate now 5.75 per cent
14 Mar 2000 Investment trusts stage a turnaround
13 Mar 2000 BT says it's TIME for a tech fund
13 Mar 2000 Investment Brokers back Global-e Bonds
13 Mar 2000 Entrenching super "unusual"
12 Mar 2000 Mortgage products compete for space
12 Mar 2000 Public Trust is not going to give away its advantage this time
12 Mar 2000 News Round Up
10 Mar 2000 Takeover likely to scuttle Colonial's banking plans
10 Mar 2000 Government right to tackle superannuation
10 Mar 2000 Comment: Super fund simplistic response to complex issues
09 Mar 2000 AXA's 3rd generation master fund
09 Mar 2000 Deutsche Bank Data Flash: Budget Policy Statement
08 Mar 2000 Interest rates go up and down
08 Mar 2000 CBA likely to bid for Colonial
08 Mar 2000 Top New York adviser manages fund
08 Mar 2000 Govt Defying Public On Superannuation
08 Mar 2000 Super dominates BPS
08 Mar 2000 Superannuation discussion welcomed
07 Mar 2000 Global-e Investments explained
07 Mar 2000 Global-e bonds - What are they?
06 Mar 2000 Public Trust sheds its cardy
06 Mar 2000 Housing confidence drops
05 Mar 2000 News Round Up
02 Mar 2000 Second Japanese fund coming
02 Mar 2000 Crossword #1 - Printable version
02 Mar 2000 Panel takes a defensive approach to asset allocation
01 Mar 2000 Increase in special mortgage offers
01 Mar 2000 OICs Ahoy!
01 Mar 2000 Labour shows some flexibility on super
February 2000
29 Feb 2000 NZIT under threat of wind-up
29 Feb 2000 The need for balance
28 Feb 2000 Mortgage broking takes off
28 Feb 2000 NZIT and Coronet part company
27 Feb 2000 News Round Up
25 Feb 2000 Fund manager league table
25 Feb 2000 Spicers move into Australia
25 Feb 2000 Comment: Retirement Support: What's in a Name?
24 Feb 2000 AMP has good 99 in NZ
23 Feb 2000 NZ favoured by expert panel
22 Feb 2000 Conference asks if tactical asset allocation adds value
22 Feb 2000 Complaint upheld
21 Feb 2000 Private capital poised for takeoff
21 Feb 2000 Portfolio Talk: Lloyd Morrison
20 Feb 2000 News round up
20 Feb 2000 Loyalty points for loans
18 Feb 2000 Cullen outlines tax options
17 Feb 2000 Accountants get into planning
16 Feb 2000 AXA looks at distribution
16 Feb 2000 Crossword #1 - Electronic version
16 Feb 2000 The Return of the Sun
15 Feb 2000 Tough time ahead for small life companies
15 Feb 2000 New loan for economisers
15 Feb 2000 BT looks East for expansion
14 Feb 2000 Still more increases
14 Feb 2000 News Round Up
14 Feb 2000 Outlook for the 21st Century
13 Feb 2000 Rates on the rise
10 Feb 2000 Quirk joins Guardian Trust
09 Feb 2000 Dorchester devours Direct
09 Feb 2000 Shipley offers long term solution to superannuation
08 Feb 2000 NZ shares will benefit from Labour's plan
08 Feb 2000 Market weak, but still tipped to recover
08 Feb 2000 Politicians answer questions on super
08 Feb 2000 Local shares will benefit from Labour's plans
08 Feb 2000 Labour’s Superannuation Fund to become a major investor in New Zealand
07 Feb 2000 2000 positive for income producing assets
07 Feb 2000 Master trusts: AMP, Tower and Westpac in the lead
07 Feb 2000 Editorial: Tell me more, tell me more
06 Feb 2000 Fund managers' report card
06 Feb 2000 Moving on up
06 Feb 2000 News Round Up
04 Feb 2000 NZ economy: Three key factors drive market
04 Feb 2000 NZ shares: Dividend yields continue to bolster market
04 Feb 2000 International shares: Rising bond yields threaten equities
04 Feb 2000 Fixed interest:
04 Feb 2000 Property: Yields look to firm up this year
04 Feb 2000 Super and Savings: United voice needed in year of change
04 Feb 2000 Tax: What does Dr Cullen have in store for us?
04 Feb 2000 Commission warns managers
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.
1 day 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