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ASSET - Thoughts for the day

Last month Good Returns surveyed 140 industry participants to gather their thoughts on where the financial industry stands and where it is heading. ASSET presents the, sometimes surprising, results.

Monday, March 10th 2008, 6:00AM
There are several features in ASSET Magazine this month, including the ability for advisers to earn CPD credits. To do this all you have to do is read several selected articles and then answer a set of questions online at assetmagazine.co.nz

Other features this month include:

Special Report: The best of both worlds.
Two new capital protected funds from Liontamer

Insurance: Guiding right, new principles for life
Insurance is a right, not a privilege in New Zealand, David Chaplin reports. Consumers and advisers have just been given greater leverage to push for fairer insurance terms.

Profile: How to be a non-banker
Peter Thomas did not choose the best of times to join the non-bank finance sector but, as David Chaplin reports, the new head of Equitable accepted the role with his eyes wide open.

KiwiSaver: To the rescue
According to figures from the Inland Revenue Department (IRD), just over $300 million flowed into the hands of some very grateful fund managers in the last quarter of 2007, courtesy of Michael Cullen's KiwiSaver project. David Chaplin discovers which managers had the most to be thankful for.

Practice Management
ASSET has a strong practice management section with articles designed to help advisers grow their businesses.

This month we have:
The Myth-Buster: Respect yourselves (and the rest will follow)
The reputation of financial planners might be on the rocks, but according to Mike Moore, it's up to practitioners to set the record straight with their clients and the media.

Cerulli finds third-party business advice a bottom-line hit
Advisers in the US are looking outside the comfort of their own minds for clues on how to build better practices. David Chaplin reports on a trend that financial planners everywhere are picking up on.

Columns
ASSET brings you some great columnists each month. PAA chief executive always has interesting ideas for advisers, economist Donal Curtin puts the mundane economic matters into words everyone understands, AMP's Anthony Edmonds delves into the tax files, and Russell Hutchinson provides an insight into issues impacting on advisers' businesses.

  • Professional Adviser's Association: How to break the habit of a lifetime.
  • Hutchinson: Harden up
  • Economy: Debt and buried
  • Tax files: Show me the alpha

Our book review this month is
Top Stocks 2008 $44.95 & Top Resource Stocks 2008 $36.95

Buy both and save 15% only $69.95

ASSET also contains the latest fund performance data from FundSource.

To get your own copy of ASSET, either call Amy on 0800-345675, or you can subscribe online here.
« ASSET - See-through adviceMarket Review: March 2008 commentary »

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