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April 12, 2022

Diversity and Equality Update

April 12, 2022/ Jessica Lloyd
  • Westpac employees can now talk about salaries

  • Women own $44 of every $100 in superannuation

  • Gender diversity still lags on boards and in C-suite roles

  • HESTA survey: women worried about financial penalties for having kids

Read More
April 12, 2022/ Jessica Lloyd/
Funds News
Westpac, Gender, Gender Diversity, Superannuation, ACSI, HESTA
April 05, 2022

Risk Product Update

April 05, 2022/ Jessica Lloyd
  • Integrity Life income protection update

  • TAL closing BT Protection Plans

Read More
April 05, 2022/ Jessica Lloyd/
April 05, 2022

Risk Regulatory Update

April 05, 2022/ Jessica Lloyd
  • BT to pay $20m for charging commissions for seven extra years after banned

  • APRA suspends IP contract term requirement

  • 2022 Quality of Advice Review issues paper published

  • FASEA: February adviser exam pass rate worst yet

  • CFS settles class action for $56m

Read More
April 05, 2022/ Jessica Lloyd/
Insurance News
Colonial First State (CFS), BTFM, APRA, Government, FASEA, Regulatory Update
April 05, 2022

Risk Company Update

April 05, 2022/ Jessica Lloyd
  • Scientiam launches advice solution

  • MLC Life partners with TelstraSuper

Read More
April 05, 2022/ Jessica Lloyd/
Insurance News
MLC Life Insurance, Scientiam, Company Update
April 05, 2022

Survey: buying a house, getting life insurance and making a will - which generation did it sooner?

April 05, 2022/ Jessica Lloyd

A new survey looks at which generation completed which milestones sooner - and which generations are getting left behind.

Read More
April 05, 2022/ Jessica Lloyd/
Insurance News, Funds News
Finder
April 05, 2022

Survey: More advisers turning to managed accounts

April 05, 2022/ Jessica Lloyd

A new report shows that more financial planners than ever are using managed accounts, particularly compared with pre-COVID times.

Read More
April 05, 2022/ Jessica Lloyd/
Funds News
SSGA, Investment Trends
April 05, 2022

Study: men and women invest their money differently

April 05, 2022/ Jessica Lloyd

A new study by Global Prime has found that women and men invest their money differently, and offers clues as to why.

Read More
April 05, 2022/ Jessica Lloyd/
Funds News
Global Prime, Gender
March 29, 2022

Fund People Update

March 29, 2022/ Jessica Lloyd
  • APRA executive appointments

  • Janus Henderson welcomes CEO

  • AFSA welcome CEO

  • AustralianSuper appoints first COO, senior investment director

  • Women in Super appoint CEO

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
APRA, Janus Henderson, ASFA, Australian Super, Women in SUper, People Update
March 29, 2022

Fund Company Update

March 29, 2022/ Jessica Lloyd
  • Blacktower launches in Australia

  • Skybound launches in Australia

  • abrdn launches Sustainability Group

  • HESTA takes Australian equities team inhouse

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
Blacktower Financial Management, Skybound Wealth Management, abrdn, HESTA, Company Update
March 29, 2022

Australian and New Zealand ESG Update

March 29, 2022/ Jessica Lloyd
  • IPL launch new range of ESG model portfolios

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
Implemented Portfolios Limited (IPL), ESG Update
March 29, 2022

Cryptocurrency Update

March 29, 2022/ Jessica Lloyd
  • BTC Markets Australian First partnership with Mastercard

  • IOSCO - decentralised finance is cloning financial markets

  • Monochrome AM: Advisers getting interested in crypto

  • eBay to add crypto as a payment method soon

  • Russian government to treat bitcoin as currency

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
BTC Markets (BTCM), IOSCO, Cryptocurrency Update, Monochrome Asset Management, eBay, Russian government
March 29, 2022

Global FlowWatch highlights - January 2022

March 29, 2022/ Jessica Lloyd

Global long-term mutual funds recorded US$82 billion in net new money during the first month of 2022.

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
ISS, Global
March 29, 2022

Global ETF FlowWatch highlights - January 2022

March 29, 2022/ Jessica Lloyd

Worldwide ETFs recorded US$76 billion in net flows during January 2022.

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
ISS, Global
March 29, 2022

Asian Monthly Insight - January 2022 Highlights

March 29, 2022/ Jessica Lloyd

Assets Under Management in the Asian fund industry decreased in January 2022 to US$5.1 trillion.

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
ISS, Global
March 29, 2022

European Monthly Insight - January 2022 Highlights

March 29, 2022/ Jessica Lloyd

Assets in the European investment fund industry decreased to €12.9 trillion in assets.

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
Global, ISS
March 29, 2022

RIAA study shows advisers need to up their ESG game

March 29, 2022/ Jessica Lloyd

A new study published by RIAA has revealed that consumers increasingly expect a lot from financial advisers when it comes to responsible investing.

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
RIAA, ESG
March 29, 2022

Fund Regulatory Update

March 29, 2022/ Jessica Lloyd
  • ASIC surveillance into managed funds misleading marketing

  • ASIC to review corporate whistleblower programs

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
ASIC, Regulatory Update
March 29, 2022

Fund Product Update

March 29, 2022/ Jessica Lloyd
  • AMP North updates offering

  • BetaShares launches Australian equities ETF

Read More
March 29, 2022/ Jessica Lloyd/
Funds News
AMP North, BetaShares, Product Update
March 22, 2022

Risk Company Update

March 22, 2022/ Jessica Lloyd
  • iExtend launched for reluctant insurance cancellers

  • WT FG buys Synchron

Read More
March 22, 2022/ Jessica Lloyd/
Insurance News
WT Financial Group, Synchron, iExtrend, Company Update
March 22, 2022

Risk Regulatory Update

March 22, 2022/ Jessica Lloyd
  • Final draft of Quality of Advice terms of service released for feedback

  • National Advice Solutions charged in relation to unsolicited sales calls

  • Finfluencers on notice

  • AFRC: Separating financial advice from product advice

  • New AFCA funding model proposal

Read More
March 22, 2022/ Jessica Lloyd/
Government, National Advice Solutions, Finfluencers, ASIC, ALRC, AFCA
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