Fund Product, Company and Regulatory Update as at 3 November 2017

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  • 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
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Fund People as at 11 October 2016

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  • StatePlus appoints new CEO
  • CFSGAM appoints investment team members
  • REST appoints GM investments
  • IOOF chair retires, new non-executive director appointed
  • LGIAsuper chair resigns
  • State Street head of Australia and New Zealand departs
  • Morgan Stanley CEO resigns, successor named
  • AFA annual awards
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Fund Product, Company, and Regulatory Updates as at 24 May 2016

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  • PIMCO launches fixed income fund
  • Mortgage Choice launches '95% accurate' retirement income calculator
  • HSBC to review and remediate after 'deficient advice' concerns
  • First State Super buys StatePlus from State Super
  • QSuper launches insurance company
  • Credit Suisse pays penalty for breach
  • Marigold Falconer AFSL suspended
  • New tax rules on property sales over $2m
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