intelliflo, the global cloud-based technology solution for financial advisers, has today released Advice, evolved: A new era in Australian financial advice, a whitepaper detailing the major themes that will characterise the next five years of advice. With only one-in-10 Australians currently... Read more continue reading
14
Feb
2025
Earn CPD Points
CPD: The private credit zeitgeistPrivate credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]
CPD: Why tailored retirement income strategies matter for advisersMore than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these [...]
CPD: The year ahead for fixed income marketsThe 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 [...]
CPD: Seeking stabilityAt 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: Ethics and financial abuseFinancial 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 [...]
0 comments