Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Nouriel Roubini talking about the two forces driving investment markets.

Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Nouriel Roubini talking about the gap between emerging and developed markets, and between real and financial markets.

Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Mohamed El-Erian talking about the interplay of the visible hand (QE) and the invisible hand (the markets).

Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Warren Buffett and others talking about the lessons they learned from the legendary Benjamin Graham.

PortfolioConstruction Forum's publisher sat down for an exclusive one-on-one with PIMCO CEO and co-CIO, Mohamed El-Erian to what he calls a "fluid, unpredictable and artificial world".

In terms of raw value and potential upside, Japanese equities offer one of the more compelling opportunities.

Managed funds which commingle different tax rate investors may become dinosaurs unless managers develop funds tailored to a single tax class.

Markets Summit 2013 debated and identified the key investment market and asset class opportunities (and risks) ahead, to help in the search for return and in building better quality investor portfolios.

World Investor New Zealand magazine gives the appearance of serious quality. What's interesting is what's not said as much as what IS said. Transparency and disclosure should be as stringent for investment publications as for investment advisers.

Three key themes came out of Zenith's latest review of the global equity long-only funds sector.

We were very pleased to kick off the new calendar year with our Learning Partners at our PortfolioConstruction Forum Learning Partner Briefing 2013.

The financialalert Person of the Year 2012 has shown outstanding energy, commitment and professionalism as the first full year of the regulatory regime for the New Zealand financial advisory industry bedded in.

IFA and PortfolioConstruction Forum partner on professional development programs; Veteran financial adviser retires after 30 years; Regulator to undertake surveillance of research report providers

This PortfolioPick discusses what in Lonsec's view is a common error being made in the Australian equities sector of portfolios - a gravitation to extremes.

On the Reader's Digest NZ Most Trusted Professions 2012 survey, financial advisers ranked 31 out of 40. To improve trust, we need to deliver the advice services clients value most - and a recent survey provides valuable insights into what that is...

Last month's Finology Conference introduced a new term for a subject financial advisers deal with every day. We spoke with delegates to get their key takeouts - for example, the importance of making financial planning fun.

We need to understand and assess four aspects of risk to truly understand a client's risk profile and create a portfolio that allows him/her to sleep well at night.

IFA honours Graham Rich with Outstanding Contribution award; FMA finds issues with advisers' record keeping; Australian regulator proposes adviser exam;

In this second feature in our series, financialalert spoke with a major fixed income provider, an Authorised Financial Adviser assessor, various AFAs and our own publisher about how advisers should consider the use of debt in portfolios...

This Academy Seminar debates the following three topics in a Socratic learning environment: Investment fables II - Momentum; Making sense of Markets Summit; and, Developing a robust philosophy and policy...