News + Outlook

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Australian Ethical appoints Dion Cooney as Equities Trader

From Australian Ethical Investment

Australian Ethical Investment has announced the appointment of Dion Cooney to its investment team as an Equities Trader, effective 1 December 2025 Dion brings 25 years of industry experience, including... Read more continue reading

15 Dec 2025

Announcing FAAA SafeID – the secure and compliant digital client identification solution

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has launched a new initiative to help financial advisers meet their AML/CTF obligations. FAAA SafeID is a digital client identification tool that will transform... Read more continue reading

12 Dec 2025

Future Generation Women announces inaugural Impact Partners and new Advisory Committee members

From Future Generation Women

Future Generation Women (FGW) – one of the three philanthropic investment funds in the Future Generation stable – has unveiled its inaugural not-for-profit partners, a year after launching with the... Read more continue reading

12 Dec 2025

Bell Potter appoints two new state managers

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the appointment of two private wealth advisers as state managers for the Bell Potter retail advice business. James Trude joins as Bell Potter... Read more continue reading

12 Dec 2025

Stonepeak partners with Equity Trustees as Note Trustee for fixed income offering

From Equity Trustees

Increased investor demand for predictable income streams at competitive yields has recently seen several listed debt offerings come to the Australian market. New York US-based alternative investor, Stonepeak, has partnered... Read more continue reading

12 Dec 2025

Minister Mulino’s 2025-26 CSLR funding plan – a blow to small financial advice businesses and Australians seeking retirement advice

From FAAA - Financial Advice Association Australia

Commenting in response to Yesterday’s announcement by Minister Mulino, FAAA CEO Sarah Abood said: “We acknowledge that Minister Mulino has decided to spread the CSLR Special Levy for 2025/26 across... Read more continue reading

11 Dec 2025

2025 turned out pretty good, but what about 2026 – still at the bliss point?

From Shane Oliver - AMP chief economist

Key points The key themes for 2025 were: tariff turmoil; global resilience helped by AI enthusiasm; sticky inflation; lower rates; and lots of geopolitical noise. For the third year in... Read more continue reading

11 Dec 2025

Evidentia Group announces retirement of Nathan Lim after 30-year career

From Evidentia Group

Evidentia Group is proud to celebrate the retirement of Nathan Lim, after an impressive 30-year career, shaping investment strategies and driving innovation in financial services. Nathan currently serves as Chief... Read more continue reading

11 Dec 2025

Experienced executive Alexandra Campbell joins NAB Private Wealth and JBWere as Chief Investment Officer

From NAB Private Wealth

NAB Private Wealth has strengthened its leadership team with the appointment of experienced investment executive, Alexandra Campbell, as its new Chief Investment Officer. Ms Campbell will lead NAB Private Wealth’s,... Read more continue reading

11 Dec 2025

AZ NGA eyes Northern Beaches expansion with acquisition of Financial Decisions

From AZ Next Generation Advisory

Advice platform, AZ NGA has acquired integrated financial planning, accounting and wealth management firm, Financial Decisions, strengthening AZ NGA’s footprint on Sydney’s northern beaches and expanding its capability and capacity... Read more continue reading

10 Dec 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]