CPD: AI governance – a practical framework for advisers

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Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns... Read more

CPD: Thinking outside the box – providing a loved one a paycheque for life

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Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In... Read more

CPD: Why Asia, why now?

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The investment playbook has long been anchored by the security of the Australian sharemarket, notably the ASX200. Investors have leaned on the ‘big four’ banks for yield and the mining... Read more

CPD: Fixed income, a 360° view – key insights and portfolio implications to stay ahead of the curve

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Positive growth but with rising fragility Key takeaways Global growth remains positive, but increasingly fragile. A narrow set of drivers is supporting activity, increasing sensitivity to shocks and widening the... Read more

CPD: The fiduciary mandate and ethics in financial advice

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Today’s financial adviser stands as a true professional partner; a fiduciary whose primary purpose is to empower clients to achieve their life goals and financial objectives. This article, proudly sponsored... Read more

CPD: 2026 super switching reforms – process and compliance implications

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Superannuation switching – so hot right now Superannuation switching is arguably the hottest topic in financial advice right now. It is at the centre of narratives around high-profile advice and... Read more

CPD: The rise of innovative lifetime income streams

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Retirement planning has long been framed as a numbers exercise. How much someone needs to accumulate, what returns can be achieved and how long that capital needs to last. However,... Read more

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