Risk People Update
/TAL appoints director
CFS appoints executive director of new business
AMP welcomes CFO
Fund Product Update
/North launches new managed portfolio offering
CFS adds 17 new funds to FirstChoice, lanches CFS Edge wrap platform
Global X launches copper mining ETF
Risk Regulatory Update
/AFA and FPA set merger date
ASIC accepts Lasarith EU
Insignia has licence conditions imposed by regulator
Adviser registration requirement delayed
ASIC inquiry open for submissions
ASIC appeals CBA and CFS conflicted remuneration dismissal
Risk Product Update
/MetLife updates products
CFS launches adviser support platform
Fund Regulatory Update
/CFS facing class action over claims of losses
APRA’s policy and supervision priorities for 2022
Mayfair 101 appeals
ASIC to overhaul ET product names
Fund People Update
/Credit Suisse loses chair over covid breaches
Barclays welcomes two Duncans as MDs
Citi appoints head of GSG for APAC
Chris Regenass has passed away (Synchron)
CFS welcomes board member
Pendal appoints chair
Future Super welcomes COO
Risk Regulatory Update
/Final steps of Royal Commission to be legislated
CFS to pay $20 million fine for misleading members
FASEA releases Code of Ethics Standard 3 for consultation
Fund Regulatory Update
/CFS to pay $20m for misleading communication with super members
Risk Regulatory Update
/APRA finalised remuneration standard
ASIC urges CEOs to review whistleblower policies
FSC publishes financial advice white paper
FSC banning occupational exclusions in default group life cover within super
Risk People Update
/CBA welcomes board member
Zurich appoints group chief strategy officer
CFS appoints risk head
Risk People Update
/Australian Unity welcomes new GM of finance
CFS appoints executive chair
AFA chief resigns
Bridges make GM of alliances and distribution redundant
Risk People Update
/MLC Life Insurance welcomes GM, retail distribution
Challenger appoints CEO for life business
CFS welcomes head of insurance
Munich Re promotes MD of Australasia
NEOS Life makes senior appointments
HUB24 on the hunt for new director after retirement of founder
Fund People Update
/First Super welcome new director and associate director
Actuaries Institute appoints new president
AvSuper appoints new CEO
PIMCO appoints Asia Pacific head in promotion
CFS welcomes new senior investment manager
Australian Ethical makes new appointments, promotes equities head
Cbus appoints new leaders
LUCRF Super investments head resigns
Impact Investing CEO stepping down
JP Morgan executive retires
UniSuper CEO resigns
Risk Regulatory Update
/CPD relief for advisers during pandemic
smartMonday members compensated for non-compliant advice
APRA’s Westpac investigation update
ASIC suing CBA and CFS
Fund Product, Company and Regulatory Updates as at 26 May 2020
/Referral program for super funds, accountants and services with dealer groups launched
Challenger launches new retirement tool
Russell adds new retirement service from fund member research
Martin Currie launches sustainable equity strategy
Saxo Markets launches loyalty program
CBA sells half of CFS
Merging super fund tax relief to stay
Westpac files defence in Federal Court for AUSTRAC allegations
Liquidation funders to hold AFS licences
ERS withdrawals hit $10bn
IOOF settles class action
AMP launches new ESG-focused managed portfolio via MyNorth
Risk Product, Company and Regulatory Updates as at 20 March 2020
/
ClearView makes changes to IP cover
TAL launches natural disaster mental health recovery course
AIA no longer accepting business for some life risk products
Willis Towers Watson and Aon to merge
Spark Financial and Aura Wealth merge
Freedom of Choice drops TAL as group insurer
Westpac facing new class action
ASIC takes CFS to court
CFA postponing exams
FASEA exams go online
Risk Product, Company and Regulatory Updates as at 11 February 2020
/
FPA partners with Deakin University, launches pro bono support for bushfires
AMP adds insurers to MyNorth platform
Algorithms and artificial intelligence collide with ‘bionic’ advice
OneVue takes over Madison Financial Group
ClearView halts agreed value IP policies
New class action launched against AMP over adviser actions
ASIC update on financial advice-related misconduct and compensation
New class action launched against AMP over adviser actions
ASIC update on financial advice-related misconduct and compensation
Class action launched against CFS
Westpac facing class action over money laundering
Fund People as at 26 November 2019
/
Lonsec Research appoints executive director
CFS and Avanteos welcome independent non-executive director
LGS appoints new CEO
MLC welcomes head of managed accounts
AFCA appoints COO
ASFA welcomes new board members
Fiona Trafford-Walker retires from Frontier Advisors
David Smith passes away
Fund People as at 26 August 2019
/
BlackRock welcomes new Melbourne head
Catholic Super and Equipsuper name CEO
LGIAsuper appoints new CIO
Rest super GM leaves fund
CFS hands out redundancies in corporate super distribution team
SSGA global equity beta executive retires
Fund Product, Company and Regulatory Updates as at 7 May 2019
/
CFS removes nine undesirables, adds three new index funds
Tribeca partners with advisory firm to launch new Asian Credit fund
Equipsuper and Catholic Super to merge
Netwealth opens new office, makes new appointments
Superannuation startup relaunching
IOOF fails to meet APRA’s deadline
ASIC appoints receivers to Berndale Capital Securities
APRA review looks at insurance in super
AIST wants AFCA to name and shame super funds
