# 1 portfolio construction info and tools resource for New Zealand's investment advisers   |   Est. 1990

financialalert is the number one portfolio construction info and tools resource for New Zealand's investment advisers.

Established in 1990 by PortfolioConstruction Forum publisher, Graham Rich, financialalert was the first dedicated publication for NZ advisers. financialalert has a proud history of firsts – including first online publication for NZ advisers (1996) and first to introduce a daily email update (2000). Independently published each business day, financialalert delivers investment and advice features and articles without the distraction of advertising or gossip, complemented by a daily email highlighting the latest info and tools updates.

Complimentary for all New Zealand investment advisers (and their support staff), it will enhance your portfolio construction knowledge and skills, and help you build better quality investor portfolios.

Quicklinks

Membership       Who's behind financialalert?                                                                                       Become a Member >

Membership

Practitioners

financialalert membership is complimentary to New Zealand Practitioners - being individuals whose primary role is as a principal, researcher, investment committee member, adviser, paraplanner or support staff within a financial advisory firm or family office.  

Just click on the "Become a Member" link above to fill in the Member application form. We will:

- give you access to the Member-only areas of financialalert including the article, video and
   webinar resources as well as the wider PortfolioConstruction Forum Member-only resources.

- sign you up to receive the financialalert email each Monday through Thursday, highlighting
   what's new on financialalert.co.nz

- send you the weekly Friday Fodder email highlighting what's new on the rest of 
   PortfolioConstruction Forum.com.au and any upcoming programs.

Become a Member >

Non Practitioners

We offer two levels of financialalert Membership for Non Practitioners (product and service provider staff, consultants, etc).

Associate Members
Non Practitioners can receive the daily financialalert email with our compliments so as to remain generally aware of what is being published on financialalert.co.nz. Associate Members cannot access the financialalert article, video and webinar resources.

Become an Associate Member >

Full Members
Non Practitioners wishing to access the financialalert articles, videos and webinar resources require an Enterprise Subscription. This allows an unlimited number of a firm's staff to be Full Members of financialalert.

For more information about a financialalert Enterprise Subscription, please email us.

mail@financialalert.co.nz

Membership terms
and conditions

By accessing and using the financialalert web application currently located at www.PortfolioConstruction.com.au, you are agreeing that you have read and understand the PortfolioConstruction Forum Terms & Conditions of Use and agree to be bound by them. 

Terms & Conditions of Use >

Who's behind financialalert?

financialalert is published by brillient! (http://www.brillient.com.au). 

Our Publisher, Graham, is credited as one of the pioneers of the New Zealand and Australian managed funds and financial advisory industries.

Graham started his financial services career in New Zealand in 1975, and in 1983 launched the first financial planning firm in New Zealand. As well as launching financialalert in 1990, he has established, built and sold a number of innovative businesses in Australia and New Zealand, offering wealth management professional development services and publications, including funds research and ratings, magazines, software and training – as well as providing strategic planning and marketing services to many more. In 1985, he initiated and was the founding chairman of New Zealand's financial planning association, and is now a life member of the resulting Institute of Financial Advisers. In 1987, Graham founded Adviserlink, the first financial advisory training business in New Zealand, which he sold in the late 1990s and which remains a leader in the advisory training area.   In funds research, Graham founded in 1983 and was for 18 years CEO and publisher of FPG Research, the first retail fund data, research and ratings company in Australia and New Zealand. During this time, the business expanded from NZ to Australia, initiated and introduced fund data collection and distribution, and in 1997 launched fund star ratings to investors, advisers and fund managers. In 1999, FPG Research was joint-ventured with US fund research business, Morningstar Inc, and changed its name to Morningstar in Australia and New Zealand to enable the Morningstar brand to establish. At the time of his departure as CEO of Morningstar in late 2001, the business dominated the retail managed funds data and ratings arena in Australia and New Zealand.

In 2002, Graham established brillient!, a boutique independent investment publishing house with a unique multi-media mix of professional development programs under the masthead of PortfolioConstruction Forum.