GoodReturns
Archive - 1999
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
December 1999
24 Dec 1999 Dorchester Pacific buys Invincible
22 Dec 1999 Mixed bag for the big cities
22 Dec 1999 Billion dollar baby
21 Dec 1999 Tax incentives officially on the agenda
21 Dec 1999 Year in Review: Insurance
20 Dec 1999 Super under urgency
20 Dec 1999 Winston Peters' letter to Michael Cullen
19 Dec 1999 Weekly briefs
19 Dec 1999 National house prices improve
16 Dec 1999 Planner Profile: Tony Mount
16 Dec 1999 Forget the oldies...this one's for young investors
16 Dec 1999 FCL cans letter stocks
16 Dec 1999 AMP Banking to gear up in local market
16 Dec 1999 Rothschild and US manager get together
15 Dec 1999 Year in Review: Consumer choice king
15 Dec 1999 Reeves Moses' new owner has aggressive plans for New Zealand
14 Dec 1999 Make room for another player
13 Dec 1999 Is the tide about to turn on residential property investment?
12 Dec 1999 Weekly briefs
12 Dec 1999 Research: Household net worth stagnates
09 Dec 1999 Sovereign sells Reeves Moses to the Australians
09 Dec 1999 Property market not expected to sparkle
08 Dec 1999 Tower exceeds forecasts
08 Dec 1999 AXA New Zealand reports good year
07 Dec 1999 Homeowners still confident
07 Dec 1999 Mixed outlook for regional housing markets
07 Dec 1999 Smoking: a question of lifestyle or health?
07 Dec 1999 NZ Super is like an old-fashioned wobble doll
06 Dec 1999 Here come the banks
06 Dec 1999 Labour lacks support for its super policy
05 Dec 1999 How to avoid the 39 cent tax rate
05 Dec 1999 Weekly briefs
03 Dec 1999 Taskforce wants goverance structure changed
03 Dec 1999 Plea for cross-party consensus on super
02 Dec 1999 AJ lures new clients
02 Dec 1999 Banks raise their floating rates
02 Dec 1999 Raising private capital
02 Dec 1999 Fund management practices come under scrutiny
02 Dec 1999 Oh dear, Michael Cullen really believes he knows best
02 Dec 1999 Labour to axe super taskforce
01 Dec 1999 Charity begins at home
01 Dec 1999 No guarantee high returns from property will continue
01 Dec 1999 GREY POWER WELCOMES THE CANNING OF TASK FORCE 2000
November 1999
30 Nov 1999 Major bank joins the pack with redraw facility
30 Nov 1999 Change of government
30 Nov 1999 Comment - We can learn from the Aussies
29 Nov 1999 Weekly briefs
28 Nov 1999 Success for the Centre Left means a waiting game for markets
26 Nov 1999 Private capital: A new approach to equities
25 Nov 1999 New Zealand part of Australia? No way cobber
25 Nov 1999 What does the election mean for the savings industry?
24 Nov 1999 Joint ownership: a cautionary tale
24 Nov 1999 Global bonds turned the corner
24 Nov 1999 Retirement Savings with your Employer II
24 Nov 1999 Retirement Savings with your Employer I
24 Nov 1999 GST Funded Super
24 Nov 1999 "Critical analysis" of Labour's super policy is fundamentally flawed i
23 Nov 1999 Labour and the Alliance differ on super
22 Nov 1999 What's on offer this election w
21 Nov 1999 Weekly briefs
21 Nov 1999 Shuffle shuffle
21 Nov 1999 Super - political football kicked into touch
21 Nov 1999 Helen Clark promises to keep the faith
19 Nov 1999 Rebranding an old warhorse
18 Nov 1999 Bear market in time, not price, US expert says
17 Nov 1999 Trusts: Love and affection can extend beyond the family
17 Nov 1999 No surprises on OCR
17 Nov 1999 Superannuation stirs
17 Nov 1999 Superannuation stirs
17 Nov 1999 Calculating the extra tax needed
17 Nov 1999 What's wrong with Labour's New Zealand Superannuation Fund proposal?
17 Nov 1999 Only Labour would pay decent pensions
17 Nov 1999 Experts agree Labour’s Super Policies Fundamentally Flawed
15 Nov 1999 People: John Drabble<br>AMP general manager
15 Nov 1999 WiNZ a winner
14 Nov 1999 Weekly briefs
14 Nov 1999 Home loan with a twist
12 Nov 1999 Australian planners say compulsory super doesn't workn
10 Nov 1999 Hold on to your houses
10 Nov 1999 IRD audits life offices
10 Nov 1999 Planner Profile:John Neas, TOWER Financial Advisory Services
10 Nov 1999 Return expectations rise
09 Nov 1999 Property News
09 Nov 1999 Simpler taxes, but not necessarily lower
08 Nov 1999 Eriksen's Master Trust Surveyat
08 Nov 1999 Weekly briefs
07 Nov 1999 Cloud over borrowing
07 Nov 1999 Research: Making sense of property investments
06 Nov 1999 Why do I need to invest?
05 Nov 1999 Universality is essentially another of NZ's unfortunate Muldoonist leg
05 Nov 1999 Roundtable says pension should be a benefit
04 Nov 1999 Watch out for global growth
04 Nov 1999 Signs of life in insurance bonds
03 Nov 1999 NZ equity funds do well
03 Nov 1999 What's wrong with New Zealand's taxation regime?
02 Nov 1999 Keen demand for holiday homes
02 Nov 1999 Property news
02 Nov 1999 Political parties asked if they could work together on super
01 Nov 1999 Dow becomes more relevant
01 Nov 1999 Should NZers consider Australia part of the local market Mate?
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".
4 days ago Paul Flood