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 They’re often thought of as outdated products: with rigid structures, poor value for money and require...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

CPD: Practical compliance lessons from the FSCP 2025 decisions

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Giving complex advice laws practical meaning Coming in somewhere north of 800,000 words[1] (no one is really sure!), the Corporations Act – the overarching legal regime for financial advice –... Read more

CPD: Ethical financial advice for vulnerable clients – part two

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This article, proudly sponsored by GSFM, examines how advisers work with vulnerable clients, particularly those affected by ageing and cognitive decline. Part two focuses specifically on the rising incidence of... Read more

CPD: Navigating bond strategies in a bifurcated global economy

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When Charles Dickens opened A Tale of Two Cities with his now-famous line, he was describing a world defined not by a single prevailing condition, but by sharp contrasts existing... Read more