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.

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.

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.

Three key shock risks will affect investors over the next decade, requiring a real difference in how we construct portfolios for retirement.

It is five years after the Financial Advisers Act (2008) was passed and two years since regulation came into force. A new survey reveals that adviser regulation has yet to deliver on its purpose.

For what types of funds are performance fees warranted, and what is a reasonable performance fee structure?

The US debt ceiling debacle sent a clear message to China. The US may have to pay a much steeper price for capital.

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.

With 80% of financial planning recommendations not leading to action, we need a fundamental reappraisal of how to create plans that translate into action.

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.

The new wave of jargon around financial planning should be a concern to us all. There is a very real risk that we will begin to lose sight of the good we do.

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

The US debt debate cannot be blindly dismissed as a short-term issue. It will be navigated, but with no real solution - the ingredients are being put in place for higher bond yields.

Conventional wisdom is that retirees should reduce their equity exposure in retirement as their time horizon shortens - in reality, the ideal may actually be the exact opposite.

A simple answer you might think. But, when we posed this question to the expert panel at the recent Finology Conference, it quickly became evident that they would struggle with who to recommend.

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.