Fund People as at 29 January 2019

  • Franklin Templeton welcomes head of retail

  • AMP Capital creates new investment team

  • BMO Global AM appoints new CEO

  • Blue Sky appoints CRO

  • State Super appoints CIO, deputy CIO

  • Mercer’s parent welcomes new CEO

  • Finance veterans on Australia Day honours list

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Fund Product, Company and Regulatory Updates as at 13 November 2018

  • CBA divestments

  • 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

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Fund People as at 28 August 2018

  • Contango appoints new director

  • Equipsuper appoints new governance manager

  • Clime appoints group CEO

  • Link Group fund admin CEO departs

  • First State Super appoints head of compliance, portfolio manager

  • Mercer deputy CIO departs

  • Centrepoint Alliance appoints new CEO, revamps business strategy

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Fund Product, Company and Regulatory Updates as at 28 August 2018

  • UBS joins Climate Bonds Initiative Partners Programme

  • OneVue, Mercer and Nextplan with new private label offering

  • BetaShares to launch three new ETFs

  • JP Morgan fund to remove tobacco, reduces fees

  • Charter Hall buy Folkestone

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Fund People as at 27 March 2018

  • AustralianSuper appoints new head of investments
  • Mercer appoints superannuation head
  • FSC appoints deputy chair and director
  • NGS appoints investment officer
  • Fidelity appoints new head
  • IOOF appoints research head
  • Perennial appoints investment specialist
  • Trustee of the Year winner announced
  • 2018 Green Bond Pioneer Award winners announced
  • 2018 Rockstar of the Year award winners announced
  • CBA makes changes to executive team
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Fund Product, Company and Regulatory Updates as at 28 November

  • MLC completes investor-based fund offering
  • UniSuper moves toward a public offer fund
  • gigSuper reaches out to niche market
  • Netwealth and SelfWealth announce ASX listing
  • BYN to merge investment firms
  • Frontier Advisors announces new investment consultant
  • Optimum Pensions launch new product
  • Mercer assist members experiencing violence
  • ASIC cancels AFS licence
  • Orders against Gold Coast company obtained by ASIC
  • ASIC acts against SMSF scheme
  • ASIC welcome paper proposing fees-for-service changes
  • ASIC accepts enforceable undertaking from Foster Stockbroking
  • Bell Potter pays infringement notice
  • Dubai and Australia fintech cooperation
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Fund People as at 4 October 2017

  • BT builds investment team
  • Mercer announces new investment officer
  • Local Government Super announces chief executive
  • KPMG appoints management head
  • New ASIC information officer
  • Australian Ethical Investment appoints new director
  • APRA names panel for CBA investigation
  • Australian Ethical Investment appoints new director
  • CEO of Kinetic Super departs
  • CBA leadership team changes
  • Centuria chief executive steps down
  • HUB24 distribution head exists platform
  • ASB chief executive to retire
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Fund Product, Company and Regulatory Updates as at 17 July 2017

  • Cbus to reduce premiums
  • Hostplus drops premium
  • IOOF appoints asset consultant
  • Class Super consolidates with two boutiques
  • Huntley to pay penalty
  • ASIC acts to improve transparency
  • ASIC warns about Skyllex
  • ASIC takes action over misuse of certificates
  • NAB makes corrective disclosure about its wealth management business
  • ASIC cancels Grey Oak AFS license
  • Government closes super tax loophole
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Fund Product, Company and Regulatory Updates as at 21 February 2017

  • Mercer launches LifetimePlus longevity solution
  • Queensland Treasury issues green bonds
  • Bendigo and Adelaide Bank launch socially conscious fund
  • Link Group buys funds management admin company
  • Russell sells actuarial consulting business to WTW
  • Mercer partners with Decimal's Eqilize
  • Contango launches Contango Global Growth Limited
  • Challenger partners with Standard Life Investments
  • Share Investing pays $130,000 infringement notice
  • Sovereign MF Ltd (in liquidation) has its AFS cancelled
  • AAT agrees with ASIC decision to suspend MASU AFSL
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Fund People as at 17 January 2017

  • Suncorp appoints new CEO of strategic innovation
  • ING Direct hires Australian head of retail banking
  • NAB appoints head of retirement
  • Aon promotions
  • State Street executive shuffle
  • First State Super appoints new CIO
  • Perpetual appoints a new investment specialist
  • Suncorp exec leaves after 17 years
  • Mercer restructure results in retrenchments
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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 Product, Company, and Regulatory Updates as at 25 October 2015

  • Findex launches Family Office service
  • Brookvine releases Mittleman Brothers fund to Australia
  • Aon: launch of Uber and AirBnB-esque sharing economy for idle belongings
  • Russell to manage child care and vet super funds worth $1.3bn
  • Kenya and ASIC sign fintech innovation agreement
  • Macro All State Investments & Securities: AFSL cancelled
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Fund Product, Company, and Regulatory Updates as at 16 August 2016

  • MLC adds 56 new investment options to MLC Wrap and Navigator
  • Macquarie Wrap adds new funds
  • HUB24 adds five Mercer funds
  • CFS adds global equity to FirstChoice platform
  • Shaw and Partners and Praemium set up managed account solution
  • AMP Capital launches new multi-asset fund on ASX
  • BetaShares launches ETFs
  • Titantrade.com warning
  • Pacific Millennium International Investment Group AFSL cancelled
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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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