The Professional Planner Outlook for Financial Advice in 2026 has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

Together, these two articles shed light on important micro and macro challenges facing the growth of ethical responsibility in investment and wealth management.

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2025 will likely go down in history as one of the most eventful, action-packed years of the 21st century. Here are 20 possibilities that should help you navigate uncertainty between now and 2031.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. It is governed according by an elected Board. The day-to-day operation of CIMA Society is managed by the Secretariat, headed by the Executive Officer.

What's new with our live and on-demand continuing education, accreditation and certification programs.

The Professional Planner 2025 Researcher Forum (02&03 Dec 2025) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Implemented Portfolios AAIC Briefing (02 Dec 2025) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

What's new with our live and on-demand continuing education, accreditation and certification programs.

This has been a bumpy year for the US economy. The big question now is what 2026 will bring. Even if important downside risks remain, one can be cautiously optimistic heading into the new year.

This paper looks at the impact of repetition on our perceptions of unethicality and truth. It finds that the more times we hear about a wrongdoing, the more we may believe it - but the less we may care.

As 2025 draws to a close, markets are experiencing what is best described as a "crisis of faith". What this means for investors will depend on the actions already taken so far this year. Those who did nothing are now stuck between a rock and a very hard place.

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True fiduciary duty is the continual exercise of independent judgement in the client's best interest. Structural bias is the greatest threat to the future of quality investment advice and outcomes. I call this The Fiduciary Gap.

Rather than treating ethical decision-making as a cognitive issue, investment professionals should develop "ethics muscle memory", increasing the chances of successfully navigating moral predicaments in the moment.

What's new with our live and on-demand continuing education, accreditation and certification programs.

What's new with our live and on-demand continuing education, accreditation and certification programs.

The Conexus Fiduciary Investors Symposium (21-23 Oct 2025) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

What's new with our live and on-demand continuing education, accreditation and certification programs.

Rich Pickings explores the investment beliefs and philosophies of prominent professional investors. In this episode, I'm in conversation with London-based, absolute return fixed income investor, James McAlevey, BNP Paribas Asset Management...