Earn CPD Points
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. [...]
CPD: Ethics and recommending listed investmentsThe ASX Australian Investor Study 2026[1] shows that direct shares and other listed securities remain the most widely held asset class among Australian investors. This article, proudly sponsored by GSFM, [...]
CPD: Growth holds, risks widenEconomic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]