Fitzpatricks Private Wealth (Fitzpatricks) has strengthened its national advice footprint, today announcing the appointment of two additional high-calibre advisers working within a Fitzpatricks Private Wealth branded practice based in Brisbane.... Read more continue reading
08
Jun
2021
Earn CPD Points
CPD: A review of the Code of Ethics (part two)This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streamsSince 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-GrowthFor much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfoliosFor years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]