Actuaries & Researchers
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.
ASFA appoints board members
Hostplus promotes head of investment strategy
Tasplan Super appoints new director
VicSuper appoints its first chief risk officer, executive manager of people experience
Blue Sky welcomes new chair
BlackRock appoints new Asia Pacific head
Paul Costello passes away
BetaShares launches first active fixed income ETF in Australia
UBS launches emerging markets equity fund
Vision Super divesting from thermal coal, tar sands, tobacco
Women’s Economic Security Statement 2018 released by government
ASIC extends relief for non-cash payment facilities
Exceptions made in Protecting Your Super reforms
UBS Securities pays $120,000 MDP infringement notice
Dampier Finance convicted and fined for failing to lodge financial statements
State One Stockbroking breaches cost company $500,000
ASIC now free to hire gun staff as needed
Australian advisers are still predominantly male, with varying (lowish) numbers of female advisers at the different licensees.
An Australian study in the effect of EUs on corporate behaviour has found that EUs do have a deterrent effect.
AMP Capital appoints two ESG investment team members
Macquarie Group makes senior appointments
Future Fund appoints new board member
Aberdeen loses head of distribution
Vision Super lowers admin and investment fees
Mercer and Kogan partner for a new super fund
Nikko closes two Australian equity funds
Financial Circle to pay $9m in fines for loan scheme
Westpac to pay $3.3m for BBSW saga
ETFs globally brought in US$41 billion in net flows during September 2018 as the US stock markets expand.
The seventh round of hearings for the Royal Commission into the finance industry will focus on the causes of misconduct, with the previous six hearings focusing on the misconduct itself.
Australian listed companies are falling short when it comes to climate risk disclosure, with ASIC calling for greater efforts.
CBA appoints new CFO
AMP Superannuation Trustees board welcome two new directors
Australian Unity appoints research head for advice business
Challenger appoints new CEO
Nikko appoints new director
Perpetual loses distribution head to Neuberger Berman
JP Morgan AM builds on distribution team
Vision Super launches app
New ETFs launched by Vanguard, VanEck, Betashares
BTFG divests further tobacco stocks
ASIC reviewing CBA’s Dollarmites
Red Summit AFS licence cancelled
FOS releases its annual report on disputes, with an increase in complaints of 11 per cent for the last financial year.
ASIC’s report into insurance inside superannuation shows there is room for improvement.
Fidelity launches global emerging markets ETF
AMP cans SMSF lending, divests $440m from tobacco
Tobacco exclusion indices launched by MSCI
Bill introduced for revealing target markets of financial products
SMSF lending proposal from ASIC
New fintech agreements signed between Australia and US, Luxembourg
IOOF appoints CEO of Financial Services Partners
Magellan appoints new CEO
NGS Super names new CEO
QSuper CIO retiring in a year
A study has examined the experiences of female CEOs in Australia.
ETFs accumulated US$34 billion in net new cash, with equity ETFs leading the way with US$28 billion in net new cash, followed by bond ETFs.
Global long-term mutual funds collected US$20bn in new money over August, with Asia leading in gains for the second consecutive month.
A Flinders University study examines how we opt for people our own age, until we get older and our bias shifts.
Amongst 16 high performing pension funds out of Australia in 2017, VicSuper is performing very well on the world stage.
Uni students running hedge fund
Class actions planned against retail super funds
IOOF sells AET
Combined Super to merge with Prime Super
ASIC commencing civil proceedings against ANZ
ASIC updates regulatory approvals for new products and ETFs of the Chi-X market
ASIC stops proposed initial coin offerings
Global long-term mutual funds collected US$65 billion in net new money during July, pushing year-to-date net fund flows to US$598 billion.
Leading financial services researcher covering Managed Funds, Retirement and Life Insurance in Australia.
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