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CPD: Growth holds, risks widen

From PIMCO

Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional... Read more

12 Oct 2026

CPD: Intergenerational wealth – When the responsibility transfers before the money

From AdviserVoice - this CPD series is proudly brought to you by Generation Life

Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act... Read more

07 Oct 2026

CPD: Why market structure rewards active management in local currency EMD

From Capital Group

Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just... Read more

07 Oct 2026

CPD: A practical system for building client confidence – Value of Advice (Part 1)

From AdviserVoice - this CPD article is proudly brought to you by Russell Investments

Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this... Read more

06 Oct 2026

CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk... Read more

06 Oct 2026

CPD: A review of the Code of Ethics (part two)

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here.... Read more

02 Oct 2026

CPD: Designing retirement income streams

From AdviserVoice - this article is proudly brought to you by Allianz Retire+

Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires... Read more

02 Oct 2026

CPD: Quality Growth, ex-Growth

From PAN-Tribal Asset Management and Jennison Associates

For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high... Read more

01 Oct 2026

CPD: The case for shareholder yield in client portfolios

From GSFM

For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete... Read more

01 Oct 2026

CPD: The case for Australian mid-caps – why quality is on sale

From GSFM & Auscap Asset Management

Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right... Read more

03 Sep 2026

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CPD: Currency risk – friend or foe?
In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to [...]
CPD: Ethics and moral dilemmas
When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the [...]
CPD: Jump in my CAR. Client Advice Records – why, what, how
Introduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice. [...]
CPD: Investor Behaviour – Retirement
To best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or [...]
CPD: A star is (re)born – Investment Bonds are the new headline act of tax-smart investing
Introduction Tax-smart investing is one of the central pillars of quality, effective, financial advice. The capacity for tax to drag on investment returns, stifle compounding, and eat away at gains [...]