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# 1 portfolio construction info and tools resource for New Zealand's investment advisers | Est. 1990
Message from the Publisher |
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Happy New Year! As you can see, financialalert has had a face
lift, and we've moved to the more powerful web platform of our sister
publication, PortfolioConstruction Forum. Today's feature - Thursday 26 January |
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With 2011 so frantic for most
financial advisers, 2012 looks set to be an 'interesting' year. As the
new regulatory environment has pretty much settled in, advisers are keen
to get back to business, and back to basics. We asked industry leaders
what 2012 will bring... Upcoming programs |
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Kiwi practitioners - 15% discounted special rate of A$318.75+GST (limit 25 people). Earn up to 4 structured CPD hours. |
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Plus, previously... |
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What should advisers be thinking about today?
Internet-based information
consolidators and financial organisers, hooked into planning
calculators, will commoditise the adviser's traditional value
proposition - how should advisers respond to be successful in the
future? |
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financialalert Person of the Year
Our financialalert Person of the Year 2011 stood out for
his enthusiastic, energetic leadership at a time when many advisers were
struggling with the additional demands of regulation, as well as the challenging market environment... |
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Preparing clients for the ugly times
We might wish our clients’ investment journeys will invariably be
beautiful experiences - but we know that things will turn ugly from time
to time. How do we prepare our clients for the ugly times? What do they
need to know? |
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With regulation taking hold,
many adviser practices are simply not as profitable to operate as they
use to be - and some may be asking themselves if this is a good time to
exit. But holding out for another five years may well pay off... |
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Investment KiwiSaver default funds update > Investors set to pay for Greece > KiwiSaver increasing savings > ISI proposes pan industry organisation > Kiwi advisers' portfolio construction takeouts > An investment risk advisers must manage > |
Advice Minimise relationships at your peril > Advisers are actively embracing technology > Spotlight on election issues > Results of the first FMA reviews > Risky business - what's required with risk profiling >
The value era >
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