Fund Product, Company and Regulatory Updates as at 12 November 2019

Fund Product, Company and Regulatory Updates as at 12 November 2019
  • Willis Towers Watson launches global equities fund

  • Auscap AM launches global equities fund

  • K2 AM closing global equities fund

  • BT shutters two funds

  • Sunsuper and QSuper in merger talks

  • QWL assets frozen

  • ASIC takes action against superannuation trustee, promoter, director

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Fund People as at 16 January 2019

  • 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

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Risk Product, Company and Regulatory Updates as at 5 December

  • ANZ launches OneView mobile access
  • AMP launches LIF diagnostic tool
  • REST adapts new life insurance model
  • HESTA announces life insurance changes
  • New life insurer for Vision Super
  • Non-aligned advisers granted access to AMP assessment tool
  • Mental health focus expanded by TAL
  • BT supports external rehabilitation
  • AFA consumer magazine
  • Advice firm formed by Moneywise pair
  • Leadership academy launched by Zurich
  • PJC reporting date extended
  • NAB and ANZ cover investigation costs
  • Guidance for FSCP release
  • ASIC to appoint liquidator
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Fund Product, Company, and Regulatory Updates as at 6 December 2016

  • IOOF launches new adviser portal
  • Cbus launches employer app
  • Netwealth and Stanford Brown team up in MA offering
  • Mercer buys Pillar off the NSW Government
  • Franklin Templeton announces new operating structure
  • Macquarie merges two groups
  • HSBC opens new Sydney office
  • BTFG merges business areas: advice research with investment research
  • JPMorgan Chase pay bribery penalties after hiring family and friends
  • Budget Super Tax Package passed in Parliament
  • CommSec pays $200,000 infringement notice
  • Banking and financial services inquiry voted in
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Fund People as at 25 October 2016

  • BTIM appoints head of responsible investment
  • ANZ appoints a new director
  • Cbus hires three new investment specialists
  • AMP Capital appoints new director
  • Tasplan hires new CIO
  • Fidelity appoints Australian MD
  • BT Financial Group makes 10 redundant, new head of equities
  • SelectingSuper Award finalists announced
  • Securitor awards
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Fund Product, Company, and Regulatory Updates as at 30 August 2016

  • Sequoia launches two new funds: electric cars and batteries
  • EGFM launches unlisted real estate fund
  • CFS launches Challenger's CarePlus annuity
  • Henderson launches emerging markets fund
  • Empirics data collaboration with super funds
  • ANZ Wealth developing new model portfolios for retirees with Mercer
  • Schroders launches ASX-quoted managed fund
  • AMP Capital to liquidate AGF portfolio
  • Cbus to take 20pc of assets in-house
  • Goldman Sachs closing Australian transition management business
  • BT winds up alternatives fund
  • Macquarie IM penalised over van Eyk fund
  • Ostrava, Marigold Falconer AFSLs cancelled, companies wound up
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