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

CPD: The importance of strong business culture in an ethical advice practice

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

A strong business culture has been identified as a critical attribute of an ethical business. This article, proudly sponsored by GSFM, investigates the interrelationship between a strong business culture and

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24 Oct 2025

CPD: Ethics and estate planning

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

Estate planning sits at the intersection of finance, law and family. For advisers, it brings unique ethical challenges: how to respect the wishes of a client while also acknowledging the

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11 Sep 2025

CPD: Ethics and moral dilemmas

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

When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the

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05 Aug 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

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08 Jul 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

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12 Jun 2025

CPD: Listed investments and the ethical practice

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

The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice

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02 May 2025

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CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: US middle market private credit – the investment case
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 [...]
CPD: A new global order and implications for investors
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 [...]