NAB research reveals different investor 'personas'
/A new white paper from NAB examines the three different identifiable personas of Australian investors, and looks into how to help them best.
Read MoreETF assets hit US$4.442 trillion - Global ETF FlowWatch - September 2017 Results
/ETFs globally recorded US$39 billion in net flows during September, hitting US$4.442 trillion globally.
Read MoreFund Product, Company and Regulatory Updates as at 14 November
/- KSI launches landbanking managed fund
- Face ID available for My AMP and Bett3r customers
- Westpac sells asset manager
- Push for affordable housing asset class by Industry Super
- ANZIIF wins award overseas
- Australia and China fintech co-operation
- ASIC obtains freezing orders
- Two companies lose financial services licence
- Citibank refund credit card customers
- Citibank refunds following misleading statements
Fund People as at 14 November 2017
/- COBA names new chief executive
- Silicon Valley consultant hired by ANZ
- Equip Super appoints new head
- NAB begins recruiting after announcing job cuts
- Perennial appoints two heads
- Legg Mason appoints new head
- Telstra Super appoints new executive
- ASIC announces initial Financial Services and Credit Panel members
- Global chief of State Street to retire
Increased need for and satisfaction with advice, but client numbers fall
/The number of Australians seeking financial advice is declining even though the need for advice, and adviser satisfaction, is rising.
Read MoreAlmost halfway - CFA exam-takers almost half women
/The CFA Institute has reported that in 2016, half of its exam-takers were women, taking us a step closer to gender parity in investment management.
Read MoreCosts for retirees in Australian cities increases
/Retirees' cost of living is on the rise and many are struggling to keep up.
Read MoreAfterpay - revolutionising the old-fashioned layby
/Afterpay brings the old-school layby to millennials.
Read MoreFund 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
Fund People as at 3 November 2017
/- Macquarie appoints new director
- Portfolio manager appointed to Spaceship
- Financial officer appointed to LUCRF Super
- MD appointed by Franklin Templeton
- New ASIC chair named
- Inaugural chief executive appointed by ACSA
- Fiducian executive chair transition
- VanEck expands development team
- UniSuper hires for equities team
- Finalist announced for SelectingSuper Awards
- Contango chief departs
Study: women underrepresented in funds management industry
/Recent research looks at the numbers of women in the funds management industry in Australia as a snapshot.
Read MoreASFA rejects Costello's government-run super proposal
/ASFA rejects Peter Costello's notion to move to a government-run superannuation model.
Read MoreFund Product, Company and Regulatory Updates as at 17 October
/- SMA options from Praemium grow
- EQT partners with PControl Oversight
- Wheelhouse enters retail market
- CBA changes staff incentives
- Intrust Super reduces premiums
ETF inflows up US$7bn - Global ETF FlowWatch - August 2017 Results
/ETF net flows worldwide saw a slight increase of US$7 billion from July.
Read MoreTaxable bond funds top long-term fund flows - US Monthly Fund Highlights - September 2017 Report
/Taxable Bond funds saw US$36.2 billion, up from August’s US$29.2 billion.
Read MoreFund People as at 17 October
/- Christian super announces new chief executive
- Suncorp appoints new executive
- New distribution head for Colonial First State
- MetLife appoints new head
- AMP restructures equities team
- Rice Warner senior consultant retires
- Actuaries Institute chief steps down
- Portfolio manager at Fidelity steps down
Fund People as at 4 October 2017
/- 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
Fund Product, Company and Regulatory Updates as at 4 October 2017
/- AMP and Challenger annuities deal
- Robotics ETF set to launch
- Zenith and Netwealth partnership
- AMP to join with US advice firm
- Fund divests weapons and tobacco
- BNP Paribas AM new fintech
- Concept One merging with WA Super
- IOOF subsidiary partners with RPA
- CBA court case abandoned, but separate class action continues
- ASX possible blockchain announcement
- ASIC life insurance added to school curriculums
- OpenMarkets Australia infringement notice
National campaign launched by Women in Super
/Women in Super suggests a superannuation boost for low income earners to reduce the number of elderly people living in poverty.
Read MoreFinancial stress taking its toll
/New studies show how financial stress is affecting the health of Australians.
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