Actuaries & Researchers
A recent research report has analysed female-founded fintech start-ups as investments compared to their male-led peers, finding a significant difference in investment quality.
In March, bond funds drew the most investor demand out of any asset class, with US$73 billion in net subscriptions.
ETFs saw US$32 billion in net flows in March, with global ETF assets hitting US$5.383 trillion.
TAL wins big with two new industry super fund group insurance mandates
Hostplus fined for claiming ‘independent’ financial advice
Goldsky companies liquidated, declarations made
TelstraSuper appoints new chair
Catholic Super welcomes new chair
SuperConcepts restructures executive team
JANA switches up the board
Equity Trustees appoints head of fund services
Citi appoints head of Australia
Mercer appoints administration business head
CBA board member leaving
UBS co-head of equities Aus and NZ steps down
Club Plus Super loses chair to Parliament
A research report reveals the behaviour and motivations of the new breed of financial advice clients, and discusses how advisers can capitalise on the changing financial landscape.
APRA reviewing ESG matters
AMP compiles 10 ESG issues on investor agendas
Sand: the environmental catastrophe you missed
Is the renewables market busting?
Westpac going 100 per cent renewable by 2025
Cannabis - an update on regulatory trends and industry developments
Renewables supplied 77 per cent of Germany’s electricity on Easter Monday
Brunei punishing gay sex, infidelity, with stoning and whipping
A research report looks into which Australian states have the worst gender superannuation balance gaps.
ASFA is calling on the Government to fast-track the SG shift to 12 per cent, instead of waiting another two years, saying it could make a huge difference to many super balances.
CFS removes nine undesirables, adds three new index funds
Tribeca partners with advisory firm to launch new Asian Credit fund
Equipsuper and Catholic Super to merge
Netwealth opens new office, makes new appointments
Superannuation startup relaunching
IOOF fails to meet APRA’s deadline
ASIC appoints receivers to Berndale Capital Securities
APRA review looks at insurance in super
AIST wants AFCA to name and shame super funds
AMP Capital welcomes interim operations head
AustralianSuper appoints director
Macquarie Capital appoints group co-leads, loses group head
Suncorp Super appoints interim chair
Janus Henderson loses entire emerging markets team
Global long-term mutual funds collected US$87 billion in net new money during February, with all market regions reporting positive flows.
ETFs recorded US$45 billion in net flows globally during February 2019 as the global stock markets start to recover.
CSIRO invites public discussion on AI ethics
Australians top ‘most responsible asset allocator’ list
NZ Super divests weapons
State Street calls for Australian board annual elections for all directors
Norway restricts coal investments while opening up renewables
$1bn green infrastructure investment boost in Southeast Asia
Exxon shareholders not allowed to vote on climate resolution
Socially responsible investments hit US$30 trillion
The Financy Women’s Index is a quarterly update on how we’re going with gender equality. This is the update on the March 2019 quarter.
Recent research shows that the biggest concern amongst Australians is the rising cost of goods and services, however this is not the only issue keeping us up at night.
Vanguard launches ETF
CareSuper reduces administration fees with admin switch
Colonial First State drops fees across super and investments
First State Super brings advice in-house
One-stop-shop SMSF platform for accountants and planners launches
IOOF class action filed after Royal Commission evidence
CitiGroup to refund over $3m after sale of complex products
Super bills on hold
New legislation removes incentives for employers to choose super funds
Rice Warner welcomes new CEO, says goodbye to founder
GROW Super appoints head of strategy
State Street appoints new international business CEO
Hostplus hires group insurance head
Rest appoints innovation and transformation head
AvSuper appoints new directors
Macquarie IM appoints COO Asia-Pacific
SMSF Association loses founder and CEO
TelstraSuper chair departing
Tribeca loses portfolio manager
UniSuper executive reshuffle with new senior appointments and departures
FASEA appoints two new directors
We saw a reversal in flows in March, with outflows of US$9.2 billion after inflows of US$12.0 billion in February.
ASIC’s recent report on whether consumers are clued up on what is classified as ‘general’ or ‘personal’ advice has revealed a massive issue with terminology.
Managed account use by financial advisers and their clients is on the rise, but educating clients presents a challenge for the industry due to terminology conflicts.
A new report for regulators lays out how investors are biased, and how regulators can do better to protect retail investors in spite of these biases.
QB launches execution algorithm on ASX
IFM Investors opens European office
VicSuper and First State Super consider merger
NAB scraps 'introducer payments’
Christian Super launches Aboriginal and Torres Strait Islander reconciliation plan
Institutional Shareholder Services acquires Strategic Insight
New alternatives platform launch
New small caps boutique at Fidante Partners
Zurich closes international equities fund
Australian Super increases insurance premiums
Refundable franking credits removal fails committee approval
Budget relaxes super contribution rules for retirees
Product dashboards for MySuper products temporary disclosure-related relief extended
APRA’s new powers in the super realm
New laws for financial product design and distribution pass
Pinnacle welcomes new head of retail, marketing director, director of listed products
QIC appoints new chair
Ernst & Young appoint super and insurance expert as partner
Mine Super appoints new CIO
J.P. Morgan welcomes new CEO
AMP Capital appoints new local real estate head
Future Fund creates new deputy CIO role
Rice Warner changes to leadership team
New head of Australasia at Blackrock
FSC welcomes new board members
Sunsuper welcomes AustSafe Super’s CEO in new role after merger
Aberdeen loses head of fixed income
BUSSQ puts long-standing CIO ‘on leave’
IOOF loses MD in Royal Commission take-down
Financial services and the Modern Slavery Act - time’s up
SuperRatings - research into how ‘sustainable’ investment funds are performing
NZ investors take action on tech giants over terror attacks
The Australian Sustainable Finance Initiative launched
Industry Super Holdings under the pump to divest weapons supplier
Disabilities-focused Dutch fund introduces bespoke index
Research Report: Sizing the Impact Investing Market
ASIC has released its six-monthly corporate governance report outlining corporate governance regulation from July to December 2018.
Sunsuper rolls out new online services for advisers
Macquarie no longer offering SMSF residential home loans
Hostplus partners with Flexstone Partners on private equity emerging managers program in USA
MyNorth fees dropped
Quinn Emanuel launches shareholder class action against IOOF
APRA may publish worst performing super funds, trustees to expect harsher treatment
Perpetual launches credit income trust
ASIC places Endeavour and Linchpin into liquidation
ASIC cancels first AFSLs of those failing to join AFCA
ASIC obtains interim injunctions against Forex Capital Trading
Westpoint investors will receive $1.5 million after class action
Super and pensions fund head appointed at Goldman Sachs
Link Group welcomes two new executives to new merged team
Frontier Advisors appoints two and loses two directors
HESTA appoints new director
AMP Capital hires infrastructure equity adviser
Rest super welcomes two new executives into new units
Media Super loses deputy chief and GM of operations
Blue Sky CFO resigns after two months
Vision Super appoints chief risk officer
REI Super CEO leaving fund
Deposits increased dramatically for passive funds in February, to US$42.3 billion from US$19.8 billion in January.
Our investing behaviour, based on time of day and day of the week, has been studied, finding that individuals invest very differently to institutions.
Leading financial services researcher covering Managed Funds, Retirement and Life Insurance in Australia.
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