For some clients, even achieving their goals is unsatisfying. Research suggests that financial planners could go a long way in helping clients to really derive more happiness from their money.

It's now time to start looking into alternatives to equities and bonds.

We have not achieved visibility in professional standards - we have achieved obscurity. That must change if we are to achieve public confidence as a profession.

The Academy Spring Seminar 2013 featured four sessions: Mock FOMC meeting; The state of economics/investing and of long-term expectations; A global perspective to bottom-up fundamental research, an Insurance sector case study; and, Investing in property.

Even our positive expectations of the much anticipated Third Plenary session of the Communist Party of China were exceeded.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams.This week - an important piece from Michael Kitces plus articles from Charles Gave and Mohamed El-Erian

Most target-date funds have two shortcomings that can be improved.

Predictability of asset returns is one of the most important issues in finance. This year's Nobel Prize in Economic Sciences was shared by three pioneers in the field.

If I only had a dollar for every time I've read the US is safe from recession as "the yield curve is positively sloped."

Conference 2013 facilitated debate on the markets, strategies and investing with particular focus on how to better construct portfolios for the whole of an investor's life so that they are more likely to achieve their goals.

Failing to find outperformance amongst active managers may be more a problem of measurement than a failure of active management.

Advanced-country central banks are putting on the line their independence and credibility.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week - several articles look at the facts & numbers behind some widely accepted investment beliefs

We've seen this movie before.Bubbles happen regularly - but why are we seeing so many bubbles now?

This article contends that some arguments used to validate alternative indexing can be easily proven false.

The Australian equity market has lagged far behind the US this year. But the S&P/ASX200 is actually ahead since the GFC market lows.

Recently, I spent time reflecting carefully on how regulatory reform has worked thus far in New Zealand, and where things might head next.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week - Nouriel Roubini, Nick Bullman, BlackRock. Plus we kick off a new series on smart beta.

The term "smart beta" is comparatively new but the idea of using alternative methods to construct investable indices has been around a long time. Does it actually work?

One Fed exit has become clear. Chairman Ben Bernanke will hand over to Janet Yellen. The second - exiting an era of ultra-loose monetary policies - is fiendishly difficult.