This month’s CPD investment article focuses on long/short investing – what it is, how it works and the benefits it can deliver to investor portfolios.
Click here to read the article and answer the CPD quiz to receive 0.5 CPD in the following categories: Derivatives (0.25 hrs) and Securities (0.25 hrs).
News & Insights
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Ethics and referrals
Most financial advice practices have referral partners from which they send or receive business. They
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AI – Bubble or structural shift?
Artificial intelligence is the topic de jour. It seems it will affect all aspects of
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When your client lacks ethics
Ethics is at the core of what most advisers do, day in and day out.
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Climate – the $50 trillion investment opportunity
As the world continues to grapple with the urgent need to combat climate change, the