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Financial Standard

Severe underperformance sees Polen Capital funds wound up

Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance.

1 min  |

April 07, 2026
Financial Standard

Financial Standard

SMEs' underinsurance an advice opportunity

Many financial advice practices are actively avoiding advising on business insurance due to time constraints and a lack of understanding, putting the nation’s small business sector at risk, experts say.

3 min  |

April 07, 2026

Financial Standard

Most compelling funds named

In its inaugural Best of Breed — Australia and New Zealand report, Morningstar has named which active funds provide Australian investors with the best long-term potential.

1 min  |

April 07, 2026

Financial Standard

Fink doubles down on private markets ambitions

BlackRock chief executive Larry Fink is doubling down on private markets' golden run, predicting the fund manager will raise US$400 billion of these assets by 2030.

1 min  |

April 07, 2026

Financial Standard

BNP Paribas AM to boost assets

Now managing $2.6 trillion for investors following the takeover of AXA IM, BNP Paribas Asset Management is ambitiously looking to bolster assets by another $572 billion over the next four years.

1 min  |

April 07, 2026

Financial Standard

APRA acts against Fiducian

APRA has imposed additional licence conditions on Fiducian over concerns the super trustee failed to ensure proper oversight of the investment options made available to members on its platform.

1 min  |

April 07, 2026

Financial Standard

Sequoia offloads InterPrac in $50k fire sale

Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners.

1 min  |

April 07, 2026

Financial Standard

FSC questions SMC's claim on members' super switches

The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products.

1 min  |

April 07, 2026

Financial Standard

Australian Ethical makes changes

Australian Ethical Super will close its High Growth investment option from May 1, with all members to be transferred to the Growth option instead.

1 min  |

April 07, 2026

Financial Standard

Put advisers on shortage list: FAAA

The Financial Advice Association Australia (FAAA) has made a submission to the Jobs and Skills Australia (JSA) consultation on the 2026 Occupation Shortage List Stakeholder Survey.

1 min  |

April 07, 2026

Financial Standard

Capstone expands service offering

Capstone Financial

1 min  |

April 07, 2026

Financial Standard

Fidante shutters Ox Capital

Fidante Partners' emerging markets specialist boutique Ox Capital Management has called it quits after five years.

1 min  |

April 07, 2026

Financial Standard

Legalsuper chief to take top job at Equip

Legalsuper will bid farewell to its chief executive Luke Symons, who is set to become chief of Equip Super.

2 min  |

April 07, 2026

Financial Standard

Law blocking abusers from hiding assets in super tabled

A law which stops perpetrators of child sexual abuse to conceal their assets within their superannuation funds to avoid paying victims has entered parliament.

2 min  |

April 07, 2026

Financial Standard

Household wealth rises 2.5%: ABS

Total household wealth rose by 2.5%, or $453.7 billion, in the December quarter 2025, according to the Australian Bureau of Statistics (ABS).

1 min  |

April 07, 2026

Financial Standard

FSCP reprimands bad advice

The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product cost them their insurance coverage.

1 min  |

April 07, 2026

Financial Standard

HIGH ACHIEVER

Sarah King has crossed the seas and different industries to land at Stockspot, where she helps the fund manager and digital investment adviser reach new heights. Karren Vergara writes.

5 min  |

April 07, 2026

Financial Standard

Hostplus weighs digital asset exposure

Hostplus is considering allowing members using its Choiceplus platform to invest in digital assets.

2 min  |

April 07, 2026

Financial Standard

Portfolio construction isn't what it used to be

For much of the decade after the Global Financial Crisis (GFC), diversification was easy, albeit with the benefit of hindsight.

2 min  |

April 07, 2026

Financial Standard

Prime Super closes options

Prime Super is closing two options following a recent review of its asset allocations.

1 min  |

April 07, 2026

Financial Standard

Akambo ventures into consulting

Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio construction and mandate implementation.

1 min  |

April 07, 2026

Financial Standard

You can't manage what you can't measure: AM Tech Day

Appearing at the 2026 AM Tech Day event in Sydney recently, Vanguard senior portfolio manager and APAC head trader James Chatfield spoke about the importance of quality data when making decisions at the trading desk.

1 min  |

April 07, 2026

Financial Standard

Wealth levels triple for middle Australia: SMC

A new report by the Super Members Council (SMC) found wealth levels for middle Australia have tripled in the past 20 years for recent retirees, with superannuation the key driver of strong growth.

1 min  |

April 07, 2026

Financial Standard

Janus bidding war comes to an end

Victory Capital has pulled out of the race to acquire Janus Henderson, saying it was “disappointed” with the process and engagement with the latter's special committee.

1 min  |

April 07, 2026

Financial Standard

Women to drive tailored advice demand: State Street

Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said.

1 min  |

April 07, 2026

Financial Standard

APRA launches 'advanced illiquidity premium' to capital framework reforms

APRA has finalised its changes to longevity products’ capital framework that will impact annuities and retirement income products, namely introducing the \"advanced illiquidity premium” (AILP).

1 min  |

April 07, 2026

Financial Standard

AustralianSuper says no to leveraged gains

AustralianSuper independent chair Don Russell used his panel at the ACSI conference in Sydney to clarify its call to abolish the ban on superannuation funds from borrowing money or issuing debt.

2 min  |

April 07, 2026

Financial Standard

Binance Australia to pay $10m fine

The Federal Court has ordered Oztures Trading, known as Binance Australia Derivatives, to pay $10 million after it was found to have misclassified more than 85%, or 524, of its retail clients between July 2022 and April 2023.

1 min  |

April 07, 2026

Financial Standard

Former Interprac adviser banned

A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers.

1 min  |

April 07, 2026

Financial Standard

Geopolitical risks threaten stability

The Reserve Bank of Australia (RBA) warns that with the tremors of geopolitical tensions already being felt, the vulnerabilities of the US and UK private credit markets could spill over to Australia.

1 min  |

April 07, 2026