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August 30, 2022

Asian Monthly Insight - June 2022 Highlights

August 30, 2022/ Jessica Lloyd

Asian assets under management (AUM) fell to US$4.7 trillion, a decrease of US$114.0 billion from the previous month; regional assets under management have fallen by 10.0% in the last six months.

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August 30, 2022/ Jessica Lloyd/
Funds News
ISS MI, Global
August 23, 2022

Risk Regulatory Update

August 23, 2022/ Jessica Lloyd
  • ASIC provides relief for insurers and brokers for retail insurance

  • Freedom Insurance to pay over $100m in remediation

  • Government announces review of ASIC industry funding model

Read More
August 23, 2022/ Jessica Lloyd/
Insurance News
ASIC, Government, Freedom Insurance Group, Regulatory Update
August 23, 2022

Risk Company Update

August 23, 2022/ Jessica Lloyd
  • Count Financial launches digital SoAs

  • MBS Insurance obtains AFS licence, forms alliance with Bombora

Read More
August 23, 2022/ Jessica Lloyd/
Insurance News
Count Financial, MBS Insurance, Bombora Advice, Company Update
August 23, 2022

Risk Product Update

August 23, 2022/ Jessica Lloyd
  • MLC launches Vivo, a new wellbeing offering

Read More
August 23, 2022/ Jessica Lloyd/
Insurance News
MLC Life Insurance, Product Update
August 23, 2022

Report: adviser tech report shows changing needs

August 23, 2022/ Jessica Lloyd

Investment Trends’ latest Adviser Technology Needs Report look under the hood at advisers’ use of technology platforms in practice.

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August 23, 2022/ Jessica Lloyd/
Insurance News
Investment Trends
August 16, 2022

ASFA: Early release of super scheme emptied 1 million accounts

August 16, 2022/ Jessica Lloyd

New analysis by ASFA shows nearly one million accounts were emptied, with those accounts belonging largely to women, single parents and unemployed people.

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August 16, 2022/ Jessica Lloyd/
Funds News
ASFA
August 16, 2022

Survey: People getting more investment advice online, not using advisers

August 16, 2022/ Jessica Lloyd

More people are finding information about investing online than from a financial adviser, a new survey shows.

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August 16, 2022/ Jessica Lloyd/
Funds News
Moomoo, CoreData
August 16, 2022

Research: Why don't more people invest? They don't know how

August 16, 2022/ Jessica Lloyd

New research examined why some people invest and why others shy away.

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August 16, 2022/ Jessica Lloyd/
Funds News
World Economic Forum (WEF)
August 16, 2022

Fund Company Update

August 16, 2022/ Jessica Lloyd
  • Lutheran Super to merge

  • NGS Super dumps $191m in oil and gas investments

Read More
August 16, 2022/ Jessica Lloyd/
Funds News
:Lutheran Super, NGS Super, Company Update
August 16, 2022

Fund People Update

August 16, 2022/ Jessica Lloyd
  • Equity Trustees farewells director

  • Russell loses CEO, gains investment chief

  • Submissions open for ifa Women in Finance Awards and Excellence Awards

  • Challenger welcomes new chair

  • ASFA appoints new board member

  • AIC appoints new CEO

Read More
August 16, 2022/ Jessica Lloyd/
Funds News
Equity Trustees, Russell Investments, ifa, Women in Finance Awards, Challenger, Australian Investment Council (AIC), ASFA, People Update
August 16, 2022

Fund Regulatory Update

August 16, 2022/ Jessica Lloyd
  • ASIC: complaints handling at super funds’ compliance issues

  • APRA report on climate risk published

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August 16, 2022/ Jessica Lloyd/
Funds News
ASIC, APRA, Regulatory Update
August 16, 2022

Fund Product Update

August 16, 2022/ Jessica Lloyd
  • Holon and Gemini launch crypto fund

  • BlackRock launches Bitcoin trust

  • BetaShares launches Metaverse fund

Read More
August 16, 2022/ Jessica Lloyd/
Funds News
Holon, Gemini, BlackRock, BetaShares, Metaverse, Product Update
August 16, 2022

Crypto Update

August 16, 2022/ Jessica Lloyd
  • ASIC report on crypto investor behaviour

  • Syfe enters Australian market, publishes report

  • Monochrome now has crypto AFSL

  • Holon and Gemini launch crypto fund

  • BlackRock launches Bitcoin trust

Read More
August 16, 2022/ Jessica Lloyd/
Funds News
Monochrome Asset Management, Syfe, ASIC, Cryptocurrency Update, Crypto Update
August 16, 2022

Making a plan: preventing financial products used as weapons for financial abuse

August 16, 2022/ Jessica Lloyd

The Office for Women has released a resource for companies to better understand the way their financial products may be used for financial abuse, and how to prevent it.

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August 16, 2022/ Jessica Lloyd/
Funds News, Insurance News
Office for Women, Gender Equality, Financial Abuse
August 09, 2022

Risk Regulatory Update

August 09, 2022/ Jessica Lloyd
  • APRA’s updated corporate plan published

  • HJ Shortland & Co Wealth Management licence suspended

  • ASIC’s first DDO stop order on three companies

Read More
August 09, 2022/ Jessica Lloyd/
Insurance News
APRA, HJ Shortland & Co Wealth Management Pty Ltd, ASIC, UGC Global Alpha Limited, UGC Global Alpha Fund Limited, UGC Global Group, Responsible Entity Services (RES), RES Investment FUnd, Regulatory Update
August 09, 2022

Risk People Update

August 09, 2022/ Jessica Lloyd
  • Resolution Life welcomes CEO, appoints investment specialists

  • Iress appoints new CEO

Read More
August 09, 2022/ Jessica Lloyd/
Insurance News
Iress, Resolution Life, People Update
August 09, 2022

Risk Company Update

August 09, 2022/ Jessica Lloyd
  • Certe buys Genesis Financial Partners

  • Zenith Wealth joins Fortnum

  • OnePath Life transfer complete

  • Westpac Life sale complete

Read More
August 09, 2022/ Jessica Lloyd/
Insurance News
Certe, Genesis Financial Partners, Zenith Wealth, Fortnum Private Wealth, OnePath Life, Zurich, Westpac Life, Company Update
August 09, 2022

Report: Advisers stressed at claim time

August 09, 2022/ Jessica Lloyd

A new survey by TAL has revealed many advisers experience stress when working with clients on claims.

Read More
August 09, 2022/ Jessica Lloyd/
Insurance News
TAL
August 02, 2022

Millennial financial stereotypes need modifying, survey shows

August 02, 2022/ Jessica Lloyd

A new survey shows millennials are investing with great enthusiasm and are not scared of long-term financial plans.

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August 02, 2022/ Jessica Lloyd/
Funds News, Insurance News
Pearler
August 02, 2022

State Street Investor Confidence Index August 2022

August 02, 2022/ Jessica Lloyd

The State Street Investor Confidence Index rose 5.1 points in August to 107.3.

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August 02, 2022/ Jessica Lloyd/
Funds News
State Street Global Investors (SSgA), Investor Confidence Index (ICI)
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