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Investment

Global concentration risks to reorient investors: JBWere

RIDDHIMA TALWANI  |  MONDAY, 6 JUL 2026
A rising concentration risk across global and local equities is reorienting investors to income stocks and fixed income exposure, JBWere said.

VanEck switches to AI-powered index

MATTHEW WAI  |  MONDAY, 6 JUL 2026
The ETF issuer is making a switch to one of its ETFs, telling Financial Standard the ETF will be Australia's first to use artificial intelligence (AI) to select international stocks, while confirming several new products will be available in the near ...

HESTA, Cbus, Mercer report super returns

RIDDHIMA TALWANI  |  MONDAY, 6 JUL 2026
HESTA, Cbus and Mercer have delivered strong returns for members over the financial year 2025-26 despite global uncertainty, attributing it to their diversification strategy.

Aware Super partners to invest in $1.65bn property platform

ELIZA BAVIN  |  FRIDAY, 3 JUL 2026
Aware Super and Tribera have partnered to invest in a German student housing platform with over €1 billion of investment capacity.

ARK Invest awards local distribution mandate

KARREN VERGARA  |  FRIDAY, 3 JUL 2026
Cathie Wood's ARK Investment Management has chosen Associate Global Partners (AGP) to help distribute its venture capital strategy to Australian wholesale investors.

Perpetual rejects $2.5bn takeover offer

ELIZA BAVIN  |  THURSDAY, 2 JUL 2026
The financial services firm has rejected a $21.64 per share bid from a Swedish private equity firm.

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business.

Investors Mutual founders launch new venture

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
The former investment director and founder of Investors Mutual Anton Tagliaferro is launching a new fund management business, focussing on small caps, with a new fund already made available for investors.

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice.

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
Esencia Wealth has continued its national expansion strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business.