Risk Product, Company and Regulatory Updates as at 9 July 2018

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  • AstuteWheel: new digital tool providing SoA's in an hour

  • Integrity Life to launch retail suite in October

  • Macquarie quits grandfathered commission

  • HSBC exits financial advice, closing its financial advice doors

  • ASIC vs. Refocus Financial Group

  • AMP FP facing civil penalties for alleged failures in insurance advice

  • ASIC pursuing advice firms misusing term 'independent'

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Fund Product, Company, and Regulatory Updates as at 6 December 2016

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  • 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 24 May 2016

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  • PIMCO launches fixed income fund
  • Mortgage Choice launches '95% accurate' retirement income calculator
  • HSBC to review and remediate after 'deficient advice' concerns
  • First State Super buys StatePlus from State Super
  • QSuper launches insurance company
  • Credit Suisse pays penalty for breach
  • Marigold Falconer AFSL suspended
  • New tax rules on property sales over $2m
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