Managed account use on the rise, but terminology is thwarting progress
/Managed account use by financial advisers and their clients is on the rise, but educating clients presents a challenge for the industry due to terminology conflicts.
Read MoreIOSCO's behavioural insights report into retail investors
/A new report for regulators lays out how investors are biased, and how regulators can do better to protect retail investors in spite of these biases.
Read MoreFund Product, Company and Regulatory Updates as at 9 April 2019
/QB launches execution algorithm on ASX
IFM Investors opens European office
VicSuper and First State Super consider merger
NAB scraps 'introducer payments’
Christian Super launches Aboriginal and Torres Strait Islander reconciliation plan
Institutional Shareholder Services acquires Strategic Insight
New alternatives platform launch
New small caps boutique at Fidante Partners
Zurich closes international equities fund
Australian Super increases insurance premiums
Refundable franking credits removal fails committee approval
Budget relaxes super contribution rules for retirees
Product dashboards for MySuper products temporary disclosure-related relief extended
APRA’s new powers in the super realm
New laws for financial product design and distribution pass
Fund People as at 9 April 2019
/Pinnacle welcomes new head of retail, marketing director, director of listed products
QIC appoints new chair
Ernst & Young appoint super and insurance expert as partner
Mine Super appoints new CIO
J.P. Morgan welcomes new CEO
AMP Capital appoints new local real estate head
Future Fund creates new deputy CIO role
Rice Warner changes to leadership team
New head of Australasia at Blackrock
FSC welcomes new board members
Sunsuper welcomes AustSafe Super’s CEO in new role after merger
Aberdeen loses head of fixed income
BUSSQ puts long-standing CIO ‘on leave’
IOOF loses MD in Royal Commission take-down
Australian and Global ESG Update as at 2 April 2019
/Financial services and the Modern Slavery Act - time’s up
SuperRatings - research into how ‘sustainable’ investment funds are performing
NZ investors take action on tech giants over terror attacks
The Australian Sustainable Finance Initiative launched
Industry Super Holdings under the pump to divest weapons supplier
Disabilities-focused Dutch fund introduces bespoke index
Research Report: Sizing the Impact Investing Market
ASIC reports on corporate finance regulation July - Dec 2018
/ASIC has released its six-monthly corporate governance report outlining corporate governance regulation from July to December 2018.
Read MoreFund Product, Company and Regulatory Updates as at 26 March 2019
/Sunsuper rolls out new online services for advisers
Macquarie no longer offering SMSF residential home loans
Hostplus partners with Flexstone Partners on private equity emerging managers program in USA
MyNorth fees dropped
Quinn Emanuel launches shareholder class action against IOOF
APRA may publish worst performing super funds, trustees to expect harsher treatment
Perpetual launches credit income trust
ASIC places Endeavour and Linchpin into liquidation
ASIC cancels first AFSLs of those failing to join AFCA
ASIC obtains interim injunctions against Forex Capital Trading
Westpoint investors will receive $1.5 million after class action
Fund People as at 26 March 2019
/Super and pensions fund head appointed at Goldman Sachs
Link Group welcomes two new executives to new merged team
Frontier Advisors appoints two and loses two directors
HESTA appoints new director
AMP Capital hires infrastructure equity adviser
Rest super welcomes two new executives into new units
Media Super loses deputy chief and GM of operations
Blue Sky CFO resigns after two months
Vision Super appoints chief risk officer
REI Super CEO leaving fund
Passive funds see significant deposits - US Monthly Fund Highlights - February 2019
/Deposits increased dramatically for passive funds in February, to US$42.3 billion from US$19.8 billion in January.
Read MoreInvestor behaviour survey - Monday mornings popular, despite being worst sell time
/Our investing behaviour, based on time of day and day of the week, has been studied, finding that individuals invest very differently to institutions.
Read MoreASFA Retirement Standard December quarter
/The latest costs are out for retirees for the December quarter of 2018 in the Retirement Standard from ASFA.
Read MoreFund Product, Company and Regulatory Updates as at 12 March 2019
/Low carbon fund launched by Russell Investments
Investec launches Global Environment Strategy
Allianz Retire+ first investment product launched
Loomis Sayles launches credit fund
BlackRock launches Australian ESG bond fund
Sunsuper implements advice fee caps
IFM Investors establishes emissions reduction targets
Statewide Super considering merger with WA Super and Tasplan
New super legislation to drop fees, consolidate accounts
Abu Dhabi and ASIC sign collaboration agreement
Fund People as at 12 March 2019
/Saxo Capital Markets welcomes new CEO
Midwinter appoints new CEO
LUCRF Super board changes
AMP Capital Multi-Asset Group CIO appointment
Blue Sky appoints new CEO
APRA appoints GM of superannuation
GESB Superannuation appoints new GM of investments
Equity Trustees appoints new deputy chair
CBA Group Super CEO retiring
Tasplan CIO resigns
New Funds in Global Markets 4Q 2018 - Asia, Local Europe, and Cross-border
/Get the latest on new fund launches - over 1500 globally in Q4 of 2018.
Read MoreUS leading new money in global long-term mutual funds - Global FlowWatch - January 2019 Results
/Global long-term mutual funds saw US$44 billion in net new money during the month of January, led by the US.
Read MoreSlow month for ETF net flows - Global ETF FlowWatch - January 2019 Results
/ETF net flows globally saw a slow month in January, compared to December 2018.
Read MoreAFA response to RC recommendations
/The AFA has responded to the Royal Commission, both to members and the public, regarding errors, misunderstandings, and areas of contention.
Read MoreGovernment encouraging whistleblowing with greater protections in place
/Legislation has passed giving whistleblowers greater protections, to encourage whistleblowing on rogue companies or organisations.
Read MoreFund Product, Company and Regulatory Updates as at 26 February 2019
/JP Morgan announces new digital currency for institutional investors
New superannuation laws passed in the Senate
Fight to remove controversial weapons from global indices joined by Aussies
HSBC’s EU concluded
New powers by ASIC to punish banks more harshly
Fund People as at 26 February 2019
/Macquarie Group appointments
Updates to leadership structure at AMP
Sunsuper executive restructure
Statewide Super welcomes new CEO
Class Super appoints new CEO
Qantas Super board shuffle
BTFG restructure to merge superannuation distribution teams
HESTA loses veteran executive, creates new role
Women in Super Scholarships - Applications Now Open
