Risk Company Update

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  • Deakin and FS partner for financial education

  • Count Financial adds Serendipity Wealth Advisors to business

  • MetLife launches adviser support platform, updates products

  • Class enters Scheme of Arrangement with HUB24

  • CountPlus buys Accurium from Challenger

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Risk People Update

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  • ANZIIF announces Donna Walker Awards

  • ANZ welcomes new director

  • Allianz appoints acting CEO

  • HUB24 appoints chief product officer

  • AFA appoints CEO

  • FPA loses head

  • Zurich appoints head of partnerships, loses group insurance manager

  • Allianz Partners welcomes CEO

  • AFCA appoints six ombudsmen, promotes and reshuffles team

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Fund People Update

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  • Funds SA welcomes asset allocation director

  • JANA appoints head of tech and operations

  • Australian Ethical appoints head of asset allocation

  • Frontier Advisors appoints head of alternatives and derivatives

  • Pendal farewells group CEO after more than a decade

  • Leadership changes at QSuper and Sunsuper due to merger

  • Equity Trustees loses head of corporate trustee business

  • Mine Super CEO stepping down

  • Lonsec CEO departing

  • Energy Super CEO leaving ahead of merger

  • Class CFO moving on

  • HUB24 director and co-founder departs

  • PFL/AFA Company of the Year Awards 2020 - winners and finalists

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Fund Product Updates

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  • Russell launch personalised super product

  • MSCI launch indices for Australian market

  • The Big Issue launches impact-investment platform

  • Australian Unity launches new healthcare fund

  • Vanguard launches Australian shares ESG-focused ETF

  • ClearView finalised the successor fund transfer for risk-only superannuation products to HUB24

  • BT closes two funds

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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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Risk Product, Company and Regulatory Updates as at 11 February 2020

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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

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Fund Product, Company and Regulatory Updates as at 30 July 2019

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Fund Product, Company and Regulatory Updates as at 30 July 2019

  • Russell Investments enters managed accounts space

  • HUB24 announces multi-currency functionality for IMs

  • Pinnacle IM set to launch zero(ish)-fee ETF

  • BetaShares launches FTSE 100 ETF

  • Cooper Investors launches equities fund

  • LGIAsuper switches out WTW for JANA as asset consultant

  • First State Super and VicSuper planning merger

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Fund Product, Company and Regulatory Updates as at 31 July 2018

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  • HUB24 launches low-cost option for newbies

  • BTFG introduces new fee structure for BT Panorama, launching online hub

  • Catholic Super switches investment consultant

  • New super fund launched for millennials

  • ASIC approves banking code of practice

  • ASIC updates funds management industry guidance

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Fund People as at 4 October 2017

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  • BT builds investment team
  • Mercer announces new investment officer
  • Local Government Super announces chief executive
  • KPMG appoints management head
  • New ASIC information officer
  • Australian Ethical Investment appoints new director
  • APRA names panel for CBA investigation
  • Australian Ethical Investment appoints new director
  • CEO of Kinetic Super departs
  • CBA leadership team changes
  • Centuria chief executive steps down
  • HUB24 distribution head exists platform
  • ASB chief executive to retire
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Risk Product, Company and Regulatory Updates as at 22 August 2017

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  • HUB24 white label expansion

  • CBA looking to divest CommInsure

  • Suncorp considers Asteron partnership

  • TAL definition backdated

  • AMP reinsurance agreement

  • New ethical advice certification available

  • ICA denies undermining crackdown on corporate misbehaviour

  • ANZ pays further compensation

  • CBA to refund credit insurance

  • AFA election bylaws changed

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Fund Product, Company, and Regulatory Updates as at 16 August 2016

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  • MLC adds 56 new investment options to MLC Wrap and Navigator
  • Macquarie Wrap adds new funds
  • HUB24 adds five Mercer funds
  • CFS adds global equity to FirstChoice platform
  • Shaw and Partners and Praemium set up managed account solution
  • AMP Capital launches new multi-asset fund on ASX
  • BetaShares launches ETFs
  • Titantrade.com warning
  • Pacific Millennium International Investment Group AFSL cancelled
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