This month’s CPD investment article focuses on fixed income and explains why it’s once again an important element of investor portfolios. Importantly, not all bonds are created equal and not all funds can benefit from a change in the rate cycle.
Click here to read the article and answer the CPD quiz to receive 0.5 CPD in the following categories: Technical Competence (0.5 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