Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In this week's Fodder: A diverse range of views - Louis-Vincent Gave, Dom McCormick & Michael Kitces

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. Fodder kicks off with a memo received overnight from Dr Robert Gay. Plus Ken Rogoff, Michael Kitces,Hamish Douglass

If you believe the US State Department has the Crimean situation under control, plan for a bullish scenario for risk assets. Plan for the opposite, if you believe Putin will prevail.

Aside from CPD changes, the most distinct change in the new Code of Professional Conduct for AFAs is to prioritise the "client first" rule. We asked advisers what this means in day-to-day business.

A new research paper looks specifically at withdrawal rates in the Australian context, confirming the legislated minimums for account-based pensions are much too high.

Australians are waking up to the fact that they have not had enough global (mainly equity) exposure. Why the case for more global exposure now?

It is common knowledge that a trusted adviser has a far higher chance of selling products or services than one who is not trusted. However, what is meant by the word trust?

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder NZ this week - Anatole Kaletsky on Russia's incursion into Ukraine plus the final sessions from Markets Summit

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder this week: Anatole Kaletsky on Russia's incursion into Ukraine plus the final sessions from Markets Summit

This Resources Kit is a deluge of videos, podcasts, and papers for all 18 sessions of the jam-packed Markets Summit 2014 program - The Great Escape (what will markets be like in the QE runout?) so you can "attend" even if you weren't part of the 500-strong audience.

As competition in the financial advice business intensifies, advisers must focus on those activities that add the most value for clients.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. Brace yourself - this week's Fodder is a deluge, with all of the plenary presentations from Markets Summit 2014

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. Brace yourself - this week's Fodder is a deluge, with all of the plenary presentations from Markets Summit 2014

Communicating with clients is one of an adviser's most important responsibilities. In the modern world, the options of how to do this are many. What works?

If we're explaining a "norm" to clients that embeds a social proof, we should be using norms that show what is successful, not describing the commonality of failure!

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder this week - Our backgrounder on UMP & Woody Brock's presentation from the PortfolioConstruction Forum Markets Summit 2014

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder NZ this week -Our backgrounder on UMP and Woody Brock's presentation from Markets Summit 2014

In a new format for Markets Summit 2014, delegates took the role of CIO for the day, as the 18 strong presenter faculty made the case for their highest conviction insights.

Our Markets Summit faculty debated two critical issues arising from Unconventional Monetary Policy; for the coming two to three years, to substantially overweight DM vs EM Equities in portfolios and substantially overweight Short vs Long Duration Bonds.

A rise in US Treasury yields is likely to have a profound impact on benchmarks. Bonds should remain a critical component of portfolios, but a more active approach is necessary.