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2025
Earn CPD Points
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 [...]
CPD: Intergenerational wealth – When the responsibility transfers before the moneyPicture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMDKey takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]