We are introducing three new investment scenarios for 2014 - our base case, Low for Longer; our bull case Growth Breakout, and our bear scenario, Imbalances Tip Over.

Why bother to get your CFP designation when AFA is the regulator's standard? Simple - 68% of CFP professionals generate higher revenues than those without certification.

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

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

The Code Committee is currently reviewing final submissions on proposed changes to the Code of Professional Conduct for Authorised Financial Advisers. Structured Continuing Professional Development is shaping up as the hot potato, with the way in which advisers are accredited CPD hours set to change significantly.

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.

In this second of our two-part feature on ageing and how advisers need to adapt for this growing client base, we take a closer look at the personal and demographic effects.

Gold's disappointing performance has been a topic of discussion at GaveKal. Most of us come down on the side of one of four possible explanations.

Central banks are likely to dominate investment news for years to come. Most of it will be noise. However, some of it will be critically important.

By 2031, 32% of the population will be 55 or over. Last month's second annual Finology Conference showed advisers just how complicated the ageing process is and how to adapt their service for this growing client base.

Significant demographic change is happening. To prepare the retirement readiness, the financial services industry needs to provide better advice and products.

A myriad of firms, institutions and individuals took part in the recent Money Week 2013. We talked with some of those involved to see where Kiwis are at in terms of financial literacy, money management and seeking financial advice.

With the deadline passed for submissions on the proposed changes to the Code of Professional Conduct for AFAs, we asked the Code Committee Chair and some of those who made submissions, what their view is of the proposed changes.

As people get older and live longer, mature and elderly clients are starting to make up a larger part of advisers' client bases - and they bring a lot more issues than just their finances.

As of 1 July, anyone who has permanently immigrated between Australia and New Zealand can transfer their retirement savings to their new homeland. But it's not a simple like-for-like swap and it's already had its problems.

Indonesia's rise is one of the big stories of the Asian century, a future great power in Asia, just behind China and India. Indonesia may matter as much to Australia investors as China and the US.

Reforms undertaken after the 1997 crisis drive the economic resilience of South East Asia today. Going forward, cyclical risks exist, but the region is set to do better still.

Australia faces big economic challenges - meaning superannuation will inevitably feel pressure for reform which will encompass four key changes.

Two years since inception, the FMA's CEO will leave after he finishes his minimum contract period in October. We asked industry bodies, advisers and the FMA for their views on how the regulator has done its job over the period.

Lifecycle investing considers the whole of a person's life to ensure acceptable standards of living are achieved consistently. It differs from more traditional approaches to financial planning in a number of important ways.