After years of talking with clients coming to his firm from other advisers, one adviser compiled a list of reasons they left. I suspect these practices are widespread.

I continue to be positive on the broader global economic backdrop - but buckle up and prepare for some turbulence over the next few months.

This recent research paper challenges the usual risk parity approach to asset allocation.

We asked delegates from the recent PortfolioConstruction Forum Symposium 2013 in Auckland for their key takeouts from the jam-packed, two-day program.

New research suggests that advisers should stop telling Gen X and Gen Y clients to save more now and, instead, simply help them to save more tomorrow.

Investment is often compromised by the quest for easy answers to difficult and involved issues. Risk is one.

When the GFC started, governments increased spending and hoped for multiplier effects. Six years on, it appears the critics have been right all along.

Increasingly, financial advisers operating in the investment space are reassessing their fee structures. Strategi has identified some remuneration trends.

When all the risks are plain to see, investors understandably become cautious. But often, the very best time to buy is when the risks are well and truly known.

Everyone knows what alpha is - right? Yet even experienced practitioners fall into the trap of talking about alpha as being purely outperformance.

The reaction of bond and equity markets in May highlights the almost impossible balancing act faced by the US Fed now the amount of monetary stimulus is so extreme.

As the US economy continues to recover from the GFC, the US Fed faces an almost impossible balancing act. Closer to home, the RBNZ faces an almost impossible balancing act of its own.

This is one of those times when investors should not expect to complacently buy what has worked well recently and achieve good returns.

This paper may provide the missing theoretical basis to why risk parity works - a key step forward to it being accepted as a valid approach to asset allocation.

Symposium facilitates debate on the three pillars of portfolio construction – markets, strategies and investing. Established in 2011, it is THE New Zealand investment conference of the year.

The Institute of Financial Advisers presented its highest honour, the Outstanding Contribution to the Profession Award, at its annual conference last week.

Last week I spoke to an adviser about how he turns one of his favourite recreational activity into new clients. It's simple and has paid big dividends.

Recent research shows that bucket strategies can result in less optimal retirement outcomes. So rather than invest that way, why don't we just report that way?

Often with investing, simple ideas work best. Last decade, the name of the game was to front run Chinese investors. For the next decade, the story is different, and even simpler.

A new research paper finds that there is very little difference between the cost of a FoHF and investing directly.