GoodReturns
Archive - 2008
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July 2008
03 Jul 2008 Increase in private landlords
03 Jul 2008 Surprise! Funding costs rise again
03 Jul 2008 ASB Gp Inv appoints new head
03 Jul 2008 Surprise! Funding costs rise again
03 Jul 2008 Brook cashed up for grim times
02 Jul 2008 NZ vs OZ: What's better?
02 Jul 2008 Market Review: July 2008 commentary
02 Jul 2008 Market Review: July 2008 London commentary
02 Jul 2008 Opinion: What counts? Head or heart?
02 Jul 2008 FIF confusion reigns
01 Jul 2008 All in one mortgage protection cover launched
01 Jul 2008 Financial literacy strategy launched
01 Jul 2008 Service offering to ease admin burden
01 Jul 2008 Geneva appoints new directors
June 2008
30 Jun 2008 News Round Up
27 Jun 2008 AIG Life Roadshow 2008
27 Jun 2008 AIG Life Roadshow 2008
27 Jun 2008 Weekly Wrap: What a week
27 Jun 2008 Retreating residential rents
27 Jun 2008 Kiwibank's mortgage book not as risky as it looks
27 Jun 2008 8 reasons why you should use independent product analysis
27 Jun 2008 Don't miss the KiwiSaver boat
27 Jun 2008 Strategic Finance MBO on cards
27 Jun 2008 ASB Group appoints portfolio managers
27 Jun 2008 Toolbox: Easy as tax
27 Jun 2008 One of the biggest challenges facing property investors
26 Jun 2008 AIG Life Roadshow 2008
26 Jun 2008 AIG Life Roadshow 2008
26 Jun 2008 The 2008 Fisher Funds Investment Roadshow
26 Jun 2008 Secrets to attracting more affluent clients
26 Jun 2008 Rate changes slowing to a trickle
26 Jun 2008 Home loan report: Slow trickle
26 Jun 2008 TOWER rolls out low-cost group health scheme
26 Jun 2008 Adviser legislation poised to go into extra time
25 Jun 2008 Dorchester pulls finance company pin too
25 Jun 2008 AIG Life Roadshow 2008
25 Jun 2008 UDC Finance rating affirmed
25 Jun 2008 St Laurence quits lending, withdraws prospectus
25 Jun 2008 ASB Group adds investment strategist
25 Jun 2008 Maybe ratings do mean something after all?
24 Jun 2008 OPI sues Octaviar for $270m
24 Jun 2008 ING appoints new CEO
24 Jun 2008 AIG Life Roadshow 2008
24 Jun 2008 AIG Life Roadshow 2008
24 Jun 2008 ING appoints new CEO
24 Jun 2008 The 2008 Fisher Funds Investment Roadshow
24 Jun 2008 Bank reports show different mortgage risk appetites
24 Jun 2008 Huljich cuts funds as KiwiSaver push intensifies
23 Jun 2008 Strategic undertakes intensive year end review
23 Jun 2008 Bridgecorp directors to be prosecuted
23 Jun 2008 AIG Life Roadshow 2008
23 Jun 2008 AIG Life Roadshow 2008
23 Jun 2008 Sentinel staffer joins UDC
23 Jun 2008 News Round Up
23 Jun 2008 Unexpected fall in rents
20 Jun 2008 RTA rewrite a long time coming but is it foolproof?
20 Jun 2008 ING Life's new product
20 Jun 2008 The NZ Mortgage Mag – Sink or Swim
20 Jun 2008 Don’t put Dominion in the Doomed box
20 Jun 2008 Another fin coy bond offer
20 Jun 2008 KiwiSaver starting to change attitudes
20 Jun 2008 Thomson Jones appoints Pip Paterson
19 Jun 2008 Financial & Investment Advisers Forum 2008
19 Jun 2008 The 2008 Fisher Funds Investment Roadshow
19 Jun 2008 Platforms still need to collect fees on sick investments: Aegis
18 Jun 2008 Westpac to sell World Bank bonds
18 Jun 2008 Good home loan news mixed with caution
18 Jun 2008 The 2008 Fisher Funds Investment Roadshow
18 Jun 2008 Home Ownership Trust launched
18 Jun 2008 New investment strategist at Arcus
18 Jun 2008 Vestar Rotorua office abandoned
17 Jun 2008 Dominion Finance seeks moratorium
17 Jun 2008 Hanover new BDM
17 Jun 2008 The 2008 Fisher Funds Investment Roadshow
17 Jun 2008 SCF Secured Bond issue closes oversubscribed
17 Jun 2008 Rate falls becoming pronounced
17 Jun 2008 Rules relax as trans-Tasman 'trust' takes hold
17 Jun 2008 Opinion: The impact of Taxation
16 Jun 2008 Commercial returns out in front
16 Jun 2008 Geneva reports $7.88m loss
16 Jun 2008 New BDM for PIS
16 Jun 2008 News Round Up
13 Jun 2008 Leveraging technology for better client service
13 Jun 2008 Industry needs to be ready for a stall – or a rush
13 Jun 2008 Call for changes to investment tax rates
13 Jun 2008 Appello Services appoints GM client relations
12 Jun 2008 P-labs flourish in managed rental properties
12 Jun 2008 Immigration doesn't affect property prices
12 Jun 2008 Financial & Investment Advisers Forum 2008
12 Jun 2008 The 2008 Fisher Funds Investment Roadshow
12 Jun 2008 Looking at the bigger picture
12 Jun 2008 Responsible investing gains new momentum
12 Jun 2008 EUFA's guest inspires minister
12 Jun 2008 Big rate falls forecast
12 Jun 2008 Mexican stand-off in housing market
12 Jun 2008 Mexican stand-off in housing market
11 Jun 2008 Marac's first-ranking debenture stock rated
11 Jun 2008 Morningstar Investment Conference 2008
11 Jun 2008 ING Life enhances its already great product line!
11 Jun 2008 Property market holds up in May: REINZ
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.
7 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.
9 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".
2 days ago Paul Flood