CPD: The global spectrum of growth equities

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In a global market where ‘growth’ is often used as a catch-all term, true long-term capital appreciation remains a rare find. Identifying companies capable of sustaining strong growth requires more... Read more

CPD: Division 296 is just the start – why more advisers are diversifying away tax and policy risk for clients

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Looking beyond traditional forms of risk Chat about risk with any adviser, and it’s likely to cover some predictable territory: Market risk. Concentration risk. Sequencing risk. Inflation. Longevity. These are,... Read more

CPD: Why bond investors can’t ignore the AI revolution

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Key takeaways The Artificial Intelligence (AI) revolution has a number of clear implications for bond investors: The Sovereign bond investor – AI has the potential to have a marked effect... Read more

CPD: The importance of ethics to your advice practice

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Ethics in financial advice isn’t just about ‘doing the right thing’ to sleep better at night, it’s the fundamental bedrock of a sustainable business model. In this article, proudly sponsored... Read more

CPD: Layered uncertainty – conflict, credit stress, and AI

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Resilient global headline growth has continued masking widening divergence across countries, industries, and households, as AI-fueled investment and wealth have offset tariff-related pressures. What has changed is the addition of... Read more

CPD: ASIC’s RG 234 Review – a wake-up call for adviser marketing

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ASIC brings financial advertising into the 2020s Comparing the financial advice profession with the advertising industry is a bit like comparing the Post Office with the Beatles – they are... Read more

CPD: AI will (eventually) turbocharge productivity and profits

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Ever since ChatGPT’s public release in late-2022, the world has been overwhelmed by headlines about AI’s astonishing progress, with improved models and breathtaking capabilities. Top executives have described AI as... Read more

CPD: Debunking lifetime annuities – why advisers have historically stayed clear – and why that’s changing

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For many financial advisers, lifetime annuities have long sat in the “too hard” basket. They’re often thought of as outdated products: with rigid structures, poor value for money and require... Read more

CPD: Global growth equities – the investment case

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Growth style investing is a strategy focused on capital appreciation. It achieves this by targeting companies that exhibit above-average growth in earnings, revenue or cash flow compared to the broader... Read more

CPD: How to thrive amid a confluence of generational shifts

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Key takeaways While change is normal in the global economy, today’s environment stands apart for its confluence of transformational and multi-generational shifts. As a result of this rare convergence, the... Read more