Risk Product Update
/Midwinter provides advisory software for students
intelliflo enters Australia with hybrid advice solution
FYG Planners launches adviser software for client relationships
Risk Product Update
/Kaplan launches paraplanning course
Midwinter releases new goals optimisation adviser software
Risk Company Update
/Zurich launches Assure
Count Financial and Midwinter join forces
Report into ageing and advice needs
/A new report has found that the majority of advisory clients are now aged 60 and nearly half of those are not working.
Read MoreRisk People Update
/AFA CEO departs
MLC welcomes new appointments
IAG appointments CRO
Midwinter appoints head of advice sales
Zurich Australia welcomes new hires
Risk Product, Company and Regulatory Updates as at 19 November 2019
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World-first Indigenous digital educational tool launched for industry providers
Midwinter launches real-time insurance comparator
TAL’s launches diabetes-specific product and mental health tool for super funds
BT Life offering 25pc discount on BT Protection Plan lump sum policies
Perpetual buys Melbourne risk advice practice
CommInsure pleads guilty to hawking
Last-minute FASEA Code of Ethics changes
ASIC setting up adviser disciplinary body, exemption applied for compliance
Fund People as at 12 March 2019
/Saxo Capital Markets welcomes new CEO
Midwinter appoints new CEO
LUCRF Super board changes
AMP Capital Multi-Asset Group CIO appointment
Blue Sky appoints new CEO
APRA appoints GM of superannuation
GESB Superannuation appoints new GM of investments
Equity Trustees appoints new deputy chair
CBA Group Super CEO retiring
Tasplan CIO resigns
Fund Product, Company and Regulatory Update as at 3 November 2017
/- StatePlus partners for retirement transition
- GROW Super cuts fees
- BTFG life insurance APL widened
- AB reduces retail fees
- Melbourne boutique terminates fund
- Fund launched by Charter Hall, consumer spending backed
- First boutique partners named by Bennelong subsidiaries
- Impact fund launched by Standard Life
- Fintech start-up launches world-first tech
- Acorns tool to invest in the future
- Equity Trustees enters super fund merger
- Australian Trustee hits top 10
- New Insurer named for VicSuper
- Midwinter partners with management platform
- AMP’s departs platform
- Equity research firm expands
- Fund management guidance overhauled by ASIC
- Trans-Tasman fintech collaborative approach confirmed
