Actuaries & Researchers
Our investing behaviour, based on time of day and day of the week, has been studied, finding that individuals invest very differently to institutions.
The latest costs are out for retirees for the December quarter of 2018 in the Retirement Standard from ASFA.
Low carbon fund launched by Russell Investments
Investec launches Global Environment Strategy
Allianz Retire+ first investment product launched
Loomis Sayles launches credit fund
BlackRock launches Australian ESG bond fund
Sunsuper implements advice fee caps
IFM Investors establishes emissions reduction targets
Statewide Super considering merger with WA Super and Tasplan
New super legislation to drop fees, consolidate accounts
Abu Dhabi and ASIC sign collaboration agreement
Saxo Capital Markets welcomes new CEO
Midwinter appoints new CEO
LUCRF Super board changes
AMP Capital Multi-Asset Group CIO appointment
Blue Sky appoints new CEO
APRA appoints GM of superannuation
GESB Superannuation appoints new GM of investments
Equity Trustees appoints new deputy chair
CBA Group Super CEO retiring
Tasplan CIO resigns
Get the latest on new fund launches - over 1500 globally in Q4 of 2018.
Global long-term mutual funds saw US$44 billion in net new money during the month of January, led by the US.
ETF net flows globally saw a slow month in January, compared to December 2018.
The AFA has responded to the Royal Commission, both to members and the public, regarding errors, misunderstandings, and areas of contention.
Legislation has passed giving whistleblowers greater protections, to encourage whistleblowing on rogue companies or organisations.
JP Morgan announces new digital currency for institutional investors
New superannuation laws passed in the Senate
Fight to remove controversial weapons from global indices joined by Aussies
HSBC’s EU concluded
New powers by ASIC to punish banks more harshly
Macquarie Group appointments
Updates to leadership structure at AMP
Sunsuper executive restructure
Statewide Super welcomes new CEO
Class Super appoints new CEO
Qantas Super board shuffle
BTFG restructure to merge superannuation distribution teams
HESTA loses veteran executive, creates new role
Women in Super Scholarships - Applications Now Open
Long-term active funds improved considerably in flows compared to December 2018, with net deposits of US$12.3bn.
Asia leads long-term fund net flows globally, while AUM expected to surpass US$6.4 trillion by 2023.
Vision Super is using an innovative method to get people to save for their future selves, by putting the savings into the future, with future pay rises being earmarked in enterprise agreements.
Centuria Life launches new product suite
Janus Henderson shuts down Australian equities funds
AustralianSuper members see admin fees double
IAG & NRMA Superannuation Plan merging with Sunsuper
Online shopping for investments
Jade Capital AFS licence cancelled
ASIC launches Global Financial Innovation Network (GFIN)
Fearless Girl coming to visit Melbourne
AMP appoints new director, appoints MD of Australia, exec shuffles
QIC appoints MD for global real estate business
AvSuper appoints new chair
SuperConcepts takes on interim CEO
Mercer appoints head of investment consulting
Local Asia and Latin America posted positive flows, while the U.S. saw the largest aggregate redemption of any region, with US$129 billion in net outflows.
ETFs in Asia surged with US$15 billion of net flows during December, led by Equity Japan and Equity Korea, totalling over US$10 billion together.
A survey by Student Super reveals Australian students have little to no idea about their superannuation, or how it works.
The latest progress report discusses the latest data on women on boards in Australia and globally.
SelfWealth launches ETF for SMSFs
Praemium upgrading platform for advisers and investors
Premier Asset Management winds up 17-year-old fund
Australian Ethical selling stake in IOOF
MLC reduces wrap admin fees
MTAA Super cuts fees
Rest launches no-fee investment options
CFS Private Wealth wound up after ASIC investigation
Kaz Capital with imposed licence conditions
Franklin Templeton welcomes head of retail
AMP Capital creates new investment team
BMO Global AM appoints new CEO
Blue Sky appoints CRO
State Super appoints CIO, deputy CIO
Mercer’s parent welcomes new CEO
Finance veterans on Australia Day honours list
AMP’s latest Financial Wellness report shows that many Australians are financially stressed, despite many earning higher incomes.
Recent Roy Morgan research demonstrates that many of us are using our better-off family and friends as portals for financial advice.
Macquarie appoints new digital infrastructure MD
State Street appoints new Asia Pacific head
BT gains director of private wealth division
Blue Sky welcomes new CFO, seeks two new execs
Willis Towers Watson loses veteran
LGIAsuper deputy CEO retired
BlackRock to make 500 staff redundant, iShares/index investments head promoted
VanEck reduces ETF fees
Strategic Insight (formerly Plan For Life) has been acquired
Verve Super launches supporting female financial security
Equip to take over superannuation for ex-Qantas catering employees
Insto investors get African index, finally
Halifax Investment Services AFS licence suspended
California first US state to mandate gender board diversity
ASIC releases consultation paper on fee and cost disclosure reform for managed funds
The Royal Commission into the finance sector has come to a close, with Commissioner Haynes and his team having two months to prepare the final report for February 2019.
New FASEA guidelines have changed from their original incarnation, after significant consultation with industry.
Recent research into superannuation fees show that we are paying more in super fees than we used to.
USA and Europe had positive flows, with approximately US$15 billion and US$2 billion in net deposits, respectively, with Asia seeing the largest redemptions of any region, with US$30 billion in net outflows.
Leading financial services researcher covering Managed Funds, Retirement and Life Insurance in Australia.
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