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Article list

Everything from AstuteWheel

Young advisers get on board the AstuteWheel

From AstuteWheel

While many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, co-creator of the

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05 Mar 2014

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Don’t squander your FoFA peace dividend

From AstuteWheel

Financial planning businesses invested heavily in preparing for the new fee disclosure statement (FDS) regime and can now either embrace the opportunity to secure a return on their investments, or

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10 Feb 2014

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FIRST12LAST

Earn CPD Points

  • 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 [...]

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    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: [...]

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    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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    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: The private credit zeitgeist

    Private 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 [...]

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