ASSET: FAB finale - Last moves for advisers
Whether the Financial Advisers Bill will climb the ladder to universal acceptance or slide down the snake to general rebuke hinges on how the select committee answers a few fundamental questions.
Monday, September 1st 2008, 1:49PM
With the select committee hearings complete a final draft is just weeks away but, as David Chaplin reports, there's still time for a few last-minute rolls of the dice.
There are several features in ASSET this month, including the ability for advisers to earn CPD credits. To do this all you have to do is read the selected articles and then answer a set of questions online at assetmagazine.co.nz
Features this month include:
Profile: Why advice needs to be shared
Bronwyn Shanks, head of the recently-refurbished advisory group Share, tells David Chaplin how the firm has restructured for the future
KiwiSaver: All grown up - KiwiSaver at one
July 1 this year marked the first anniversary of KiwiSaver and while there weren't many happy returns, the party goers seemed in good spirits.
Insurance: Let-off notes - Why insurance brokers want out
Is this legislation gone mad? Some insurance advisers think so.
Also in this issue of ASSET:
Taste test: Investment tactics for non-huggers
Auckland advisory firm Diversified Investment Strategies has created a PIE ostensibly to meet the 'best practice' investment demands of the new tax regime - but others might like a slice too, according to its head, Norman Stacey.
Practice management: General Specialists - How to reorganise for regulation
Adviser with general insurance books will also be shaken up come new regulation, but many of them don't know it yet. Mike Moore explains how they can adapt profitably to the new environment.
Columns
- Professional Advisers Association: He shoots, he scores - Tips for goal-setters and go-getters
PAA chief Dr Dave McMillan explains why advisers need to think first before shooting for their targets - Hutchinson: get the message - Why the industry needs a PR push
Russell Hutchinson has some public relations advise for the industry - Tax files: Marriage of inconvenience
Commerce Minister Lianne Dalziel and her Australian counterpart Nick Sherry trumpeted a new agreement last month that they said would result in "a wider choice of investment opportunities" on both sides of the ditch. But, as AMP Capital's Anthony Edmonds explains, it looks as though the Aussies have got the better half of the deal.
ASSET also contains the latest fund performance data from FundSource.
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