CPD Articles - AdviserVoice

CPD Articles

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CPD: Ethics – The many shades of grey

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

The financial adviser Code of Ethics seeks to impose ethical duties that go above the requirements of the law. While the law may be clear, any aspect that is open... Read more

01 Nov 2023

CPD: The value of advice – appropriate asset allocation

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

Advisers are never more important than during periods of significant change. As the macro backdrop continues to evolve and volatility reigns, the need for advice and reassurance of clients is... Read more

25 Oct 2023

CPD: Post Peak – weakness and divergence ahead

From PIMCO

Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy. The... Read more

24 Oct 2023

CPD: Responsible underwriting 2.0, creating trust, affordability, and claims confidence

From AdviserVoice - this Risk CPD article is proudly brought to you by Zurich

Introducing responsible underwriting 2.0 When viewed from a technical perspective, it is tempting to characterise life insurance as revolving almost entirely around the interplay between product design, pricing, underwriting and... Read more

23 Oct 2023

CPD: Retirement of the future

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

Between now and 2028, 670,000 Australians intend to retire, taking the total number to almost five million[1]. As our total population ages, what does that mean for the future of... Read more

10 Oct 2023

CPD: The new retirement puzzle, ASIC puts advisers at the centre

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

In July 2023, ASIC and APRA released the findings of their joint review into the first year of operation of the Retirement Incomes Covenant (RIC). That review concluded that super... Read more

09 Oct 2023

CPD: Pricing advice for trust sustainability and loyalty (Part 2 – choosing and communicating fee model options)

From AdviserVoice - this Best Practice CPD article is proudly brought to you by Bennelong Funds Management

Introduction Advice fees – their quantum, and how they are charged – remain one of the most discussed, dissected, and debated topics within financial advice. They are at the heart... Read more

05 Oct 2023

CPD: Recession… what recession?

From GSFM

Since August of 2022 the Bloomberg consensus has placed a probability of 50% or more on a US recession occurring within the next 12 months. However, despite 525 basis points... Read more

04 Oct 2023

CPD: SMSFs and the Code of Ethics

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

SMSFs comprise more than one quarter of Australia’s $3.54 trillion[1]. superannuation sector, are subject to a number of rules and regulations and – importantly – aren’t appropriate for everyone. This... Read more

03 Oct 2023

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CPD: SMSFs and the Code of Ethics
SMSFs comprise more than one quarter of Australia’s $3.54 trillion[1]. superannuation sector, are subject to a number of rules and regulations and – importantly – aren’t appropriate for everyone. This [...]
CPD: Recession… what recession?
Since August of 2022 the Bloomberg consensus has placed a probability of 50% or more on a US recession occurring within the next 12 months. However, despite 525 basis points [...]
CPD: Pricing advice for trust sustainability and loyalty (Part 2 – choosing and communicating fee model options)
Introduction Advice fees – their quantum, and how they are charged – remain one of the most discussed, dissected, and debated topics within financial advice. They are at the heart [...]
CPD: The new retirement puzzle, ASIC puts advisers at the centre
In July 2023, ASIC and APRA released the findings of their joint review into the first year of operation of the Retirement Incomes Covenant (RIC). That review concluded that super [...]
CPD: Retirement of the future
Between now and 2028, 670,000 Australians intend to retire, taking the total number to almost five million[1]. As our total population ages, what does that mean for the future of [...]