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Plan For Life

Market Intelligence Articles

Market Intelligence on the Australian Financial Services and Life Insurance Markets.

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Market Intelligence news, events, people, product updates and global research.

Featured
May 30, 2023
European Monthly Insight March 2023 Highlights
May 30, 2023

European assets under management (AUM) fell by 0.3% for the second consequent month in March 2023 and ended at €11.8 trillion. In the last six months however, AUM has increased by 2.5%.

May 30, 2023
May 30, 2023
Asian Monthly Insight March 2023 Highlights
May 30, 2023

Investment fund assets in Asia rose to US$4.8 trillion in March 2023. Over the last six months, the Asian funds industry has grown by 8.1%.

May 30, 2023
May 23, 2023
Risk Product Update
May 23, 2023
  • Zurich Evolve health program launched

  • Invest Blue and Lumiant launch digital advice platform

May 23, 2023
May 23, 2023
Risk Company Update
May 23, 2023
May 23, 2023
May 23, 2023
Risk Regulatory Update
May 23, 2023
  • HCF in civil proceedings with ASIC

  • AMP Group companies to pay $24 million for charging dead clients fees

May 23, 2023
May 23, 2023
Research: advisers connecting with inheritors early increases retention
May 23, 2023
May 23, 2023
May 23, 2023
Research: Advice increases retirement confidence
May 23, 2023

A new Vanguard study shows that having a financial plan and access to advice drives confidence in retirees.

May 23, 2023
May 16, 2023
Fund People Update
May 16, 2023
  • UBS unveils leadership team

  • SuperFriend appoints deputy chair, director

  • CareSuper welcomes investment implementation manager

  • Rest appoints credit mandates specialist

  • Aware Super appoints private equity portfolio manager

  • Qantas Super welcomes deputy investment head

  • Praemium appoints chief technology officer

  • Perpetual farewells portfolio manager, two other promoted

  • HESTA welcomes new director

May 16, 2023
May 16, 2023
Fund Regulatory Update
May 16, 2023
  • Capital Investment Partners AFS licence cancelled

  • AustralianSuper refunding $70 million from duplicate accounts

  • Class action against IG Markets in CFD trading

  • Ord Minnet fined $880,000 for buy-back blunder

May 16, 2023
May 16, 2023
Fund Product Update
May 16, 2023
  • VanEck introduces US bond ETF

  • Mine Super closing one Choice option

  • BetaShares launch global shares ETF

  • Dalton Street fund shuttering

  • State Street launches carbon asset service

May 16, 2023
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Plan For Life

Leading financial services researcher covering managed funds, retirement and life insurance in Australia.

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Featured
May 28, 2025
KiwiSaver Funds Under Management at March 2025
May 28, 2025
May 28, 2025
May 27, 2025
Responsible Investment Funds up $32.9bn during 2024
May 27, 2025
May 27, 2025
May 27, 2025
Responsible Investment (RIAA Certified) FUM, Flows and Performance December 2024
May 27, 2025
May 27, 2025
May 21, 2025
Total Risk Market Inflows down 1.5% to $18.1bn
May 21, 2025
May 21, 2025
Apr 17, 2025
During 2024 New Zealand Retail Managed Funds Increase NZ$36.6bn
Apr 17, 2025
Apr 17, 2025
 

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