Earn CPD Points
CPD: Think your clients aren’t complaining? ASIC might disagreeComplaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]
CPD: Permission to spend – why having enough isn’t enough in retirementThe retirement spending puzzle In 2014, US researcher David Blanchett coined the term ‘retirement spending smile’[1], a concept that has since become embedded in mainstream retirement incomes thinking around the [...]
CPD: Why private market assets belong in client portfoliosAustralia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]