Fund People as at 28 May 2019

Fund People as at 28 May 2019
  • 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

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Fund Product, Company and Regulatory Updates as at 7 May 2019

Fund Product, Company and Regulatory Updates as at 7 May 2019
  • 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

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Fund Product, Company and Regulatory Updates as at 31 July 2018

  • HUB24 launches low-cost option for newbies

  • BTFG introduces new fee structure for BT Panorama, launching online hub

  • Catholic Super switches investment consultant

  • New super fund launched for millennials

  • ASIC approves banking code of practice

  • ASIC updates funds management industry guidance

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Fund People Updates as at 17 July 2018

  • AMP Capital appoints new real estate leaders

  • Catholic Super welcomes new CIO

  • Two new distribution heads at Franklin Templeton

  • Contango appoints two new heads of distribution

  • HESTA appoints chief quantitative strategist

  • Centrepoint Alliance appoints new head of research

  • Frontier Advisors welcomes new head of real assets division

  • AMP claims director exits

  • UBS chief investment strategist departs

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Risk Product, Company and Regulatory Updates as at 4 April 2018

  • CommInsure to rollout new underwriting engine and IP premium increase
  • Fee waiver campaign extended by AIA
  • Life Super Quotes Service launched by Riskinfo, RiskinfoNZ launched
    New practice management platform flagged by AMP
  • New super fund addresses Australian account erosion
  • Adviser builds new practice
  • SMSF admin business sold by OneVue
  • CBA to potentially sell Indonesian life business
  • Lifecycle default option launched by Industry fund
  • TAL to refund funeral insurance customers
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Fund people as at 28 February 2018

  • Strategy lead appointed by TelstraSuper
  • SMSF Association announces new chair
  • AXA IM announces assets business head
  • Australian Ethical announces COO
  • CBA appoints general manager
  • Invesco builds equities team
  • Equipsuper appoints executive officer
  • Catholic Super CIO retires
  • FPEC chair retires
  • NGS Super chief executive retires
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Fund Product, Company, and Regulatory Updates as at 5 July 2016

  • BetaShares launching global sector ETFs locally
  • REI Super goes public
  • MyLifeMyMoney (Catholic Super) merges with Transcomm Credit Union
  • Investec invests in Wholesale Investors
  • Contango divests funds management arm
  • XTrade forced to change client money handling
  • Etern Wisdom Global, Ergo Capital, and Advamode AFSLs cancelled
  • Macquarie Bank's AFSL conditions dropped
  • ASIC commences proceedings against Macquarie IM
  • Macquarie Securities (Australia) adds to Macquarie woes with contraventions
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Fund Product and Company Updates as of 12 April 2016

Company updates include Westpac in hot water with ASIC; Sigma changes hands; and State Street buys GE AM. Product updates include name changes at Catholic Super; updates to ESSSuper Accumulation Plan; ING Direct fee increases; and a new insto investment toolkit from Decimal. 

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