Risk Product, Company and Regulatory Updates as at 5 March 2019

  • Automated advice software developer opens Australian office

  • BT updates quoting and applications for risk, extends policy fee waiver offer

  • Suncorp sale to TAL finalised

  • Grandfathered commissions on last legs

  • AFSL approval data released by ASIC

  • APRA’s 2019 targets outlined

  • Labor wants to ban all life insurance commissions

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Fund People as at 17 October

  • Christian super announces new chief executive
  • Suncorp appoints new executive
  • New distribution head for Colonial First State
  • MetLife appoints new head
  • AMP restructures equities team
  • Rice Warner senior consultant retires
  • Actuaries Institute chief steps down
  • Portfolio manager at Fidelity steps down
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Risk Product, Company and Regulatory Updates as at 22 August 2017

  • HUB24 white label expansion

  • CBA looking to divest CommInsure

  • Suncorp considers Asteron partnership

  • TAL definition backdated

  • AMP reinsurance agreement

  • New ethical advice certification available

  • ICA denies undermining crackdown on corporate misbehaviour

  • ANZ pays further compensation

  • CBA to refund credit insurance

  • AFA election bylaws changed

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Fund People as at 31 July

  • NGS Super announces new executives
  • AMP Capital appoints non-executive directors
  • BTIM announces executive
  • Dispute resolution lead named
  • Vanguard appoints senior investment specialist
  • Franklin Templeton Australian head steps down
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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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Fund Product, Company and Regulatory Updates as at 11 April 2017

  • BT, Asgard, add bond fund to platforms
  • SSGA growing with new fund
  • AMP launches long-term global equity fund
  • Perennial Value launch new microcap strategy
  • Suncorp transitions $7.7bn from Nikko into other managers
  • First FoFA breaches - NSG Services
  • Rural & General Insurance has AFSL cancelled
  • Citibank refunds $5m in credit card transaction fees
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Risk Company and Regulatory Updates as at 21 February 2017

  • Chant West expands awards into advice services
  • TAL announces partnership with Qantas
  • MLC relocates headquarters in Melbourne and Sydney
  • Suncorp optimising life business
  • TAL adds more free courses and CPD points to Academy
  • AIA Australia releases Vitality adviser materials
  • ANZIIF launches training course with FSC for risk industry
  • NAB's NULIS Nominees under investigation by ASIC
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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 People as at 27 September 2016

  • REST appoints new  GM of investments
  • Super SA appoints two new board members
  • Suncorp executive appointments
  • Perpetual appoints new executive director
  • First Super appoints co-chair
  • Cbus appoints investment manager
  • BTIM appoints group executive, international
  • Bankwest MD resigns
  • Australian Hedge Fund Awards
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Fund People as at 3 August 2016

  • BTIM appoints new chief executive
  • Vanguard appoints key client manager and senior key account manager
  • EQT appoints board member
  • ASIC appoints markets disciplinary chair
  • Contango Microcap appoints new director
  • PIMCO announces new chief executive, portfolio manager, US economist
  • Suncorp appoints investment head, loses CIO
  • BlackRock appoints head of Australia
  • Restructures at NAB, Equip, and KPMG
  • YBR chief of wealth management resigns
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Fund Product, Company, and Regulatory Updates as at 21 June 2016

  • Suncorp launches online-only super product
  • QSuper and LGIAsuper membership now open to the public
  • OneVue intending to merge with Diversa
  • RBF-TAS and Tasplan merger approved
  • ASIC and Singapore sign agreement
  • ASIC warning
  • Best interests duty enacted
  • Civil penalty proceedings commenced against NAB
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