Fund Product, Company and Regulatory Update as at 3 November 2017

  • StatePlus partners for retirement transition
  • GROW Super cuts fees
  • BTFG life insurance APL widened
  • AB reduces retail fees
  • Melbourne boutique terminates fund
  • Fund launched by Charter Hall, consumer spending backed
  • First boutique partners named by Bennelong subsidiaries
  • Impact fund launched by Standard Life
  • Fintech start-up launches world-first tech
  • Acorns tool to invest in the future
  • Equity Trustees enters super fund merger
  • Australian Trustee hits top 10
  • New Insurer named for VicSuper
  • Midwinter partners with management platform
  • AMP’s departs platform
  • Equity research firm expands
  • Fund management guidance overhauled by ASIC
  • Trans-Tasman fintech collaborative approach confirmed
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Fund People as at August 14

  • Vision Super to expand ESG team
  • IOOF appoints portfolio manager
  • Chi-X appoints Australian chief
  • Media Super appoints managers
  • Bennelong leadership rearrangement
  • Policy expert re-joins ISA
  • BNP Paribas expands business team
  • Cbus executive wins FEAL award
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Fund Product, Company and Regulatory Updates as at 4 July 2017

  • IOOF to acquire trustee business
  • VanEck to launch ETF
  • Bennelong launches new emerging companies fund
  • Media Super enters R&D lending business
  • QSuper open to the public
  • Managed funds platform launched by MA Operator
  • ASIC funding model passes Senate
  • Sequoia to purchase Interprac
  • CFA Institute launches research exchange
  • Malaysia SC and ASIC sign fintech agreement
  • Westpac pays $127,250 infringement penalty
  • Orders to wind up Octaviar Group companies
  • JFSA and ASIC fintech cooperation
  • Macquarie pays $505,000 infringement penalty
  • ASIC proposed guidance on crowd-sourced funding
  • Decision on application of Criminal Code in civil proceedings
  • UBS pays $280,000 in infringement penalties
  • ASIC reports on conduct in funds management
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Fund People as at 5 July 2016

  • EQT appoints new MD
  • SMSF Association adds head of technical
  • Mercer restructure
  • Cbus appoints senior equities research analyst, more hires
  • Bennelong appoints non-executive director
  • AMP appoints new chair, other new appointments to come
  • HFA CFO quits after a month
  • VicSuper loses its CIO
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