Fund People as at 21 January 2020

Fund People as at 21 January 2020
  • HESTA appoints chief advice officer, chief risk officer

  • GROW Super appoints deputy CEO

  • First Super appoints co-chair

  • Acadian AM appoints vice president of product and wholesale markets

  • ASX appoints new directors

  • Sunsuper appoints directors

  • MyState CEO resigning in July

  • Aurora FM CFO resigns

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Fund Product, Company and Regulatory Updates as at 24 December 2019 - 7 January 2020

Fund Product, Company and Regulatory Updates as at 24 December 2019 - 7 January 2020
  • TPT Wealth launches new platform for digital services

  • BetaShares launches new diversified ETFs

  • Iress buys blockchain comms platform

  • Halifax Investment Services AFS licence further suspended

  • Second consultation package for Superannuation Data Transformation released

  • Pershing Securities charged with breaching client money obligations

  • HESTA pushing for simpler super splitting

  • APRA approves IOOF to hold controlling stake in OnePath Custodians

  • Avanteos with extra licence conditions after charging fees to dead members

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Risk Product, Company and Regulatory Updates as at 25 June 2019

Risk Product, Company and Regulatory Updates as at 25 June 2019
  • OnePath trauma definition update

  • Zurich launches wellness program

  • AFA and MetLife launch grant program for female advisers

  • FASEA approves diplomas, bridging programs

  • CFP completes EU

  • ASIC approves AFCA rules for small businesses and consumers for old complaints

  • Update on AFA and FPA task force

  • Guarded loses key person and then AFSL

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Fund Product, Company and Regulatory Updates as at 31 July

  • Plum Super starts retirement product
  • New super product launched by fintech company
  • Retirement savings research centre launched
  • Hamilton Lane enters Australian market
  • VicSuper launches new online financial advice coach
  • NAB sells JANA stake
  • Industry fund offering retirement income incentive
  • Ignition Wealth announces SMSF suitability tool
  • Vertium launches retirement income fund
  • Fintech partnering for Melbourne hub
  • Bannister Law to file class action against Dick Smith
  • Court orders wind up of 18 companies
  • ASIC for intercept powers
  • FSC announces stewardship code
  • Abu Dhabi and Australia fintech agreement
  • MyState refund of overcharged fees and interest
  • Financial Choice pays penalties
  • ASIC accepts enforceable undertaking from Avalon
  • Suncorp's Tower takeover denied
  • Sunsuper and Kinetic Super merger
  • Super changes bill released
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