CPD: The 5 must-know advice client metrics that underpin practice sustainability
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Investment Perspectives: Banks, balance sheets and bailouts
For listed real estate, the fear across markets during March was palpable. One could almost cut it like a knife.
Investment Insights: The wrap on reporting season
In the post GFC environment, many investors focused principally on one number during reporting season – revenue growth.
CPD: A family affair – the challenges of retaining intergenerational wealth
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Trip Insights: Americas
This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Mexico and North America in January 2023.
Investment Perspectives: 10 charts for optimism in 2023
The macroeconomic outlook has been uncertain for the past few years, with many bracing themselves for a recession. However, recent data suggests that inflation may have been transitory, and there's been some positive growth across the housing, energy and job sectors.
CPD: Best practice client engagement – understanding women as the drivers of investment growth
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
News & Views: China re-opening post COVID
After three years of restrictions, mass testing and rolling snap lockdowns under its ‘zero-COVID’ policy, China has officially signaled its intention to join the rest of the world in living with COVID.
CPD: Scaling the wall of worry – a 10-point checklist for communicating volatility
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
