Consumers have a minimum level of expectation of a profession - requiring fundamental shifts in the ethical, educational and protection of public interest standards of some representative financial adviser organisations.

Symposium facilitated debate on the three pillars of portfolio construction – markets, strategies and investing - to help delegates build better quality portfolios. This CPD Quiz is for delegates to complete, to receive Structured CPD Hours.

From today, advisers must comply with the Anti-Money Laundering and Countering Financing of Terrorism Act of 2009. We spoke to the regulators and advisers about what that really entails.

The Academy Winter Seminar 2013 features four sessions: Get micro about the macro - looking at big risks through the microscope; The Equity Risk Premium; A focus on Australian equities strategies in an objectives-based investing world; and, Equities and Inflation.

The Academy Autumn Seminar 2013 featured five sessions: Market risk; Is Chinese growth a ponzi scheme?; Risk profiling; The approach to risk profiling for retirees; and Using risk factors to evaluate investments and build portfolios.

The Academy Summer Seminar 2013 featured three sessions: Making sense of the noise; Making sense of macroeconomic data; and, measurement and mis-measurement of risk.

The Academy Spring Seminar 2012 featured four sessions: Believe it or not; Improving decision-making under uncertainty; Diversification - where it works (and where it doesn't); and The changing of the Chinese guard.

Churning of KiwiSaver accounts has many financial advisers up in arms over alleged unethical and potentially illegal tactics by large financial institutions.

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.

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

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.

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?