CPD Articles - AdviserVoice

CPD Articles

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CPD: Climate – the $50 trillion investment opportunity

From GSFM

For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past... Read more

09 Jul 2025

CPD: Ethics and inappropriate advice

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

Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk... Read more

08 Jul 2025

CPD: Cookie-cutter financial advice – lessons for advisers

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

Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and... Read more

07 Jul 2025

CPD: Tax and philanthropy

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits... Read more

01 Jul 2025

CPD: The Fragmentation Era

From PIMCO

In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth... Read more

19 Jun 2025

CPD: Retirement income strategy choices

From Allianz Retire+

There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate... Read more

13 Jun 2025

CPD: Ethics and the advice practice

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

When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by... Read more

12 Jun 2025

CPD: Is your approach to client risk profiling putting you at risk?

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

Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by... Read more

04 Jun 2025

CPD: A new global order and implications for investors

From GSFM

The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled... Read more

03 Jun 2025

CPD: US middle market private credit – the investment case

From PAN-Tribal Asset Management

In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with... Read more

02 Jun 2025

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CPD: Consumer protection essentials – AFCA and advice complaints
As essential component of a robust framework for protecting financial consumers is the presence of mechanisms that hold individuals and organisations to account for causing consumer harm and allow consumers [...]
CPD: A new approach to assessing risks in retirement
In our last article, we examined the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk. [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]