Adviser productivity platform, Marloo, and product comparison and portfolio construction engine, ProductRex, have integrated to give financial advisers access to superannuation and investment product research and comparisons directly within Marloo.... Read more continue reading
05
Nov
2026
Earn CPD Points
CPD: Global SMID – an engine for growthMost Australian investors love their shares. This year’s Australian Investor Study[1] showed 8.3 million Australian investors hold on-exchange investments, a figure that represents an increase of 2.5 million since 2020. [...]
CPD: AI financing – bubble, breakthrough or the next fixed income supercycle?Key takeaways AI represents a major investment cycle with distinctive financial foundations. Unlike earlier infrastructure booms, much of the AI build-out is supported by substantial hyperscaler operating cash flows rather [...]
CPD: Dynamic spending – an adviser introduction to retirement spending strategiesRetirement planning tends to concentrate on the income side of the ledger: how much a client needs, where it will come from, and how sustainable it is. A resilient income [...]
CPD: ASIC on outsourcing – practical lessons for every adviser and licenseeOutsourcing is an integral part of advice delivery Outsourcing has unquestionably reshaped the financial advice landscape in Australia. The advice value chain is long and complex, with many components that [...]
CPD: The human advantage – making your expertise visible in an AI world – Value of Advice (Part 2)Could AI create better clients? Far from being an existential threat to advice, it’s just possible that artificial intelligence (AI) could be the best thing that ever happened to it. [...]