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February 06, 2018

Risk People as at 6 February 2018

February 06, 2018/ Jessica Lloyd
  • TAL appoints manager
  • AIA appoints chief
  • KPMG appoints insurance and wealth lead
  • CBA appoints executive officer
  • AMP appoints chief financial and chief operating officer in one
  • CBA appoints new managing director
  • AMP awards advisers at Advice Summit
  • BTIM investment officer retires
Read More
February 06, 2018/ Jessica Lloyd/
Insurance News
BTIM, Hillross, AMP Financial Planning
January 30, 2018

Oxfam: Australia’s deepening wealth gap

January 30, 2018/ Jessica Lloyd

Oxfam report shines a light on the widest wealth gap in the past two decades and calls for change.

Read More
January 30, 2018/ Jessica Lloyd/
Funds News, Insurance News
Oxfam, Wealth Gap
January 30, 2018

Update: Royal Commission

January 30, 2018/ Jessica Lloyd

The Royal Commission will hold its first public hearing. 

Read More
January 30, 2018/ Jessica Lloyd/
Funds News, Insurance News
Royal Commission
January 30, 2018

Gender diversity index launched by Bloomberg

January 30, 2018/ Jessica Lloyd

Bloomberg strides into gender diversity, creating an index. Members listed. 

Read More
January 30, 2018/ Jessica Lloyd/
Funds News
Bloomberg, Gender Diversity Index
January 30, 2018

Fund Product, Company and Regulatory Update as at 20 January 2018

January 30, 2018/ Jessica Lloyd
  • Chatbot launched by Commonwealth Bank
  • Zurich AFL sponsorship deal
  • OpenMarkets announces integration, appoints executive
  • Tourmaline Partners opens Sydney office
  • UBS global wealth restructures
Read More
January 30, 2018/ Jessica Lloyd/
Funds News
Commonwealth Bank, CBA, Zurich, OpenMarkets Australia, Tourmaline Partners, UBS
January 30, 2018

Fund People as at 30 January 2018

January 30, 2018/ Jessica Lloyd
  • Club Plus appoints for growth
  • QIC appoints investment director
  • FinTech chair resigns
Read More
January 30, 2018/ Jessica Lloyd/
Funds News
FinTech Australia, QIC, Club Plus
January 22, 2018

New Funds in Global Markets - 3Q 2017 - Asia, Local Europe, and Cross-Border

January 22, 2018/ Jessica Lloyd

Across Asia, Europe and Cross-Border markets, long-term funds launched during 3Q’17 garnered US$67.4 billion in net new investor money. 

Read More
January 22, 2018/ Jessica Lloyd/
Funds News
Strategic Insight
January 22, 2018

November deposits fall - US Monthly Fund Highlights - November 2017 Report

January 22, 2018/ Jessica Lloyd

Long-term mutual funds and ETPs saw net deposits of US$40.6 billion in November, a significant fall from the US$73.4 billion as seen in October. 

Read More
January 22, 2018/ Jessica Lloyd/
Funds News
Strategic Insight
January 22, 2018

Net gains at US$1.6tn - Global FlowWatch - November 2017 Results

January 22, 2018/ Jessica Lloyd

US and Crossborder regions saw the most investor money with US$47.5 billion and US$30.4 billion in net deposits, while Latin America saw outflows of US$2 billion.

Read More
January 22, 2018/ Jessica Lloyd/
Funds News
Strategic Insight
January 22, 2018

Rise to US$4.7tn - Global ETF FlowWatch - November 2017 Results

January 22, 2018/ Jessica Lloyd

Global ETF assets rose to US$4.707 trillion as of November 2017.

Read More
January 22, 2018/ Jessica Lloyd/
Funds News
Strategic Insight
January 22, 2018

2017 saw hundreds of billions increases to deposits over 2016 - US Monthly Fund Highlights - December 2017 Report

January 22, 2018/ Jessica Lloyd

Long-term mutual funds and ETPs saw net deposits of US$652.1 billion in 2017, an increase on the US$174.0 billion in 2016. 

Read More
January 22, 2018/ Jessica Lloyd/
Funds News
Strategic Insight
January 22, 2018

Vision Super helping members save more superannuation

January 22, 2018/ Jessica Lloyd

Vision Super launches an industry-first program to help people save more for retirement. 

Read More
January 22, 2018/ Jessica Lloyd/
Funds News
Vision Super
January 22, 2018

Fund Company, Product and Regulatory Updates as at 16 January 2018

January 22, 2018/ Jessica Lloyd
  • New ETF supporting workplace gender equality
  • AustralianSuper removes insurance from product offering
  • MTAA Super cuts life premiums and renews insurer
  • Japanese broker enters Australian market
  • CommInsure pays after concerns over misleading advertising
Read More
January 22, 2018/ Jessica Lloyd/
Funds News
UBS, AustralianSuper, MTAA, MTAA Super, Monex, CommInsure
January 22, 2018

ASIC grants first crowdfunding licenses

January 22, 2018/ Jessica Lloyd

New regime kickstarts Australia's participation in larger scale crowdfunding. 

Read More
January 22, 2018/ Jessica Lloyd/
Funds News
ASIC, Crowdfunding
January 22, 2018

Fund People as at 16 January 2018

January 22, 2018/ Jessica Lloyd
  • Aurora announces new financial officer
  • REST appoints new CEO
Read More
January 22, 2018/ Jessica Lloyd/
REST Industry Super, Aurora
December 12, 2017

New research paper shows the effects of socially responsible investing

December 12, 2017/ Jessica Lloyd

Socially responsible investing barely affects the bottom line, paving the way for more people to have their fingers in more 'morally superior' investment pies. 

Read More
December 12, 2017/ Jessica Lloyd/
Funds News
NAB, Monash University
December 12, 2017

How much super do we need to be comfortable?

December 12, 2017/ Jessica Lloyd

ASFA has released the latest figures regarding how much super is needed for a comfortable retirement. 

Read More
December 12, 2017/ Jessica Lloyd/
Funds News
ASFA, Retirement Standard
December 12, 2017

Vanguard and Blackrock lead the US - Global FlowWatch - October 2017 Results

December 12, 2017/ Jessica Lloyd

Vanguard and Blackrock lead manager rankings with passive fund offerings gathering US$46 billion in October. 

Read More
December 12, 2017/ Jessica Lloyd/
Funds News
Strategic Insight
December 12, 2017

ETFs soar - Global ETF FlowWatch - October 2017 Results

December 12, 2017/ Jessica Lloyd

ETFs took off in October with US$60 billion in net flows amongst growth of the global stock markets. 

Read More
December 12, 2017/ Jessica Lloyd/
Strategic Insight
December 12, 2017

Fund People as at 12 December 2017

December 12, 2017/ Jessica Lloyd
  • Cbus investment team expansion
  • VicSuper financial officer named
  • APRA announces new general manager
  • Vision Super appointed technology head
  • AIST awards winners
  • General manager leaves Westpac
  • Vanguard investment officer departs
  • BUSSQ chair steps down
Read More
December 12, 2017/ Jessica Lloyd/
Funds News
BUSSQ, Vanguard, Westpac, AIST, Vision Super, APRA, VicSuper, Cbus
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