GoodReturns
Archive - 2001
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March 2001
22 Mar 2001 Lower rates still likely
22 Mar 2001 AMP eyes up next private capital fund
21 Mar 2001 Column: Decision to drop rates no longer knife edge stuff
21 Mar 2001 "Surprisingly positive" figures for housing
21 Mar 2001 BNZ soups up its mortgage trust
21 Mar 2001 Better rewarding advisers
20 Mar 2001 New Appointments at TOWER Managed Funds
20 Mar 2001 Challenger International roadshow
20 Mar 2001 Challenger International roadshow
20 Mar 2001 News Round Up
19 Mar 2001 Super History: The international pattern
19 Mar 2001 Adviserlink - Introduction to Financial Planning
19 Mar 2001 Buyers for part of national chain
19 Mar 2001 The Personal Property Securities Act 1999: Ready, Set, File!
19 Mar 2001 Privatised ACC takes a knock
18 Mar 2001 Commission uncovers new twist to overseas share scams
17 Mar 2001 Ethical investing: A more intelligent way of investing
16 Mar 2001 IPAC Investment Conference
16 Mar 2001 Grandfathers face court charges
15 Mar 2001 Club Life makes two more key appointments
15 Mar 2001 The TOWER Global Responsibility Investment Series
15 Mar 2001 Rush on rates
14 Mar 2001 Equitable's downgrade confirmed
14 Mar 2001 BNZ pushes into business insurance market
14 Mar 2001 BNZ appoints new sales manager
14 Mar 2001 OCR cut to 6.25 per cent
14 Mar 2001 Green and good
13 Mar 2001 Household savings measures - can we trust the numbers?
13 Mar 2001 The TOWER Global Responsibility Investment Series
13 Mar 2001 The TOWER Global Responsibility Investment Series
13 Mar 2001 Challenger International roadshow
13 Mar 2001 Challenger International roadshow
12 Mar 2001 First Australasian ethical fund launched
12 Mar 2001 Douglas's radical super plan to solve super
12 Mar 2001 Adviserlink - Introduction to Financial Planning
12 Mar 2001 Still sizzle left in the summer
11 Mar 2001 News Round Up
11 Mar 2001 New chief and indians at FPIA
09 Mar 2001 The TOWER Global Responsibility Investment Series
08 Mar 2001 Liquid launch
08 Mar 2001 The TOWER Global Responsibility Investment Series
08 Mar 2001 Another complaint upheld
08 Mar 2001 Technology stocks may fall further yet
07 Mar 2001 Column: A ripping yarn about Government investment funds
07 Mar 2001 Morningstar adds two more
07 Mar 2001 Adviserlink - Business Financial Services
07 Mar 2001 Mixed outlook for interest rates
07 Mar 2001 Cullen puts a price on TET
06 Mar 2001 Southern Cross risks losing clearance to buy Aetna
06 Mar 2001 FPIA Roadshow 2001
06 Mar 2001 Policyholder security weakened: S&P says
05 Mar 2001 FPIA Roadshow 2001
05 Mar 2001 Advertising complaints upheld
05 Mar 2001 News Round Up
04 Mar 2001 No hurry for house prices
02 Mar 2001 Indices for good
01 Mar 2001 Sales, Marketing & Practice Management
01 Mar 2001 Corporate Venture Forum
01 Mar 2001 HIH collapse grim warning for privatised ACC insurance
February 2001
28 Feb 2001 AMP very happy with NZ performance
28 Feb 2001 Big bikkies for beach baches
28 Feb 2001 New On-Line Share Trading Offers Exchange Merger Benefits
28 Feb 2001 Prefunding super not a new idea
28 Feb 2001 NZ not only country to embrace prefunding
28 Feb 2001 HFA wants incentives for health insurance
27 Feb 2001 Financial Derivatives
27 Feb 2001 Former Tower man's new G spot
27 Feb 2001 The war of independence
27 Feb 2001 Cars, trains, planes and fibreoptic cables
26 Feb 2001 People: Catherine Savage
26 Feb 2001 Sovereign One Roadshow
26 Feb 2001 Global Hedge Funds Australia 2001conference
26 Feb 2001 People's Bank a new way not a time warp
24 Feb 2001 Modest pick-up predicted
23 Feb 2001 What is the super fund?
23 Feb 2001 Sovereign One Roadshow
23 Feb 2001 Sovereign One Roadshow
22 Feb 2001 Spiller appointed to Securities Commission
22 Feb 2001 Stock Exchange merger off
22 Feb 2001 Mortgages from That Bank?
22 Feb 2001 Sovereign One Roadshow
22 Feb 2001 Why Choose OEIC Funds
22 Feb 2001 Whose bank?
21 Feb 2001 Sovereign One Roadshow
21 Feb 2001 Perpetual Investments wins top award
20 Feb 2001 Greens outline their view on ethical investment
20 Feb 2001 FPIA Roadshow 2001
20 Feb 2001 Sovereign One Roadshow
20 Feb 2001 Henley becomes more of an information provider
20 Feb 2001 Not all charting programmes black boxes
20 Feb 2001 Housing market picks up
20 Feb 2001 CFP growth stymied
19 Feb 2001 Genetic testing double edged sword for insurers
19 Feb 2001 FPIA Roadshow 2001
19 Feb 2001 Sovereign One Roadshow
19 Feb 2001 News Round Up
18 Feb 2001 Wizard expands
16 Feb 2001 Tying in your will with your family trust
16 Feb 2001 Sovereign One Roadshow
16 Feb 2001 Sovereign One Roadshow
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".
4 days ago Paul Flood