Fund People Update

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  • ASIC appoints new heads

  • Australian Unity appoints CIO, loses GM of investments

  • CommSec welcomes new GM

  • UBS appoints sector head for equities and retail, food

  • MTAA Super and Tasplan tidy up executive line-up as merger looms

  • Citi welcomes new banking and wealth head, 14 new relationship managers

  • Equity Trustees executive reshuffle

  • HUB24 welcomes CFO

  • Future Fund welcomes equities head

  • Funds SA appoints portfolio manager for debt and liquid alternatives

  • Prime Super appoints new director

  • AMP loses more staff

  • State Street welcomes two new appointments

  • World Economic Forum appoints new members to board of trustees

  • Westpac bringing 1,000 jobs home

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Fund Product, Company and Regulatory Updates as at 24 September 2017

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  • AMP broadens retirement offer
  • IMCA australia rebranding plan
  • Investec Australia to start asset-based lending
  • CFS to combine tech with CommSec
  • Ignition Wealth partners for investment banking
  • Theta product disclosure statement stop order
  • ASIC crowd funding applications
  • MLAF infringement notice penalty
  • Mark Power licence cancellation affirmed
  • ATO superannuation taskforce funded by Government
  • ATO Super Guarantee gap estimate released
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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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