Risk Regulatory Update
/FASEA exam online in Melbourne
APRA imposes new licence conditions on CFS Investments Limited and Suncorp Portfolio Services
Risk Company Update
/Chant West and Zenith agree on purchase, after all
MetLife appointed as Qantas Super group insurer
Sequoia buys advice firm Total Cover Australia
Westpac’s BT awards group insurance mandate to AIA Australia
FASEA exam online in Melbourne
APRA imposes new licence conditions on CFS Investments Limited and Suncorp Portfolio Services
ESG Research Update
/Sustainable investments still outperforming - Responsible investments are overall continuing to do better than the general market, a new report from the Responsible Investment Association Australasia (RIAA) shows.
Read MoreLong-term mutual funds take in US$72bn - Global FlowWatch - May 2020
/Global long-term mutual funds recorded US$72 billion in net new money during May.
Read MoreBond ETFs lead net inflows - Global ETF FlowWatch - May 2020
/Global ETFs recorded US$37 billion in net flows during May 2020 amid broad market recovery.
Read MoreASFA: Superannuation comes to the rescue (a little bit) during COVID-19
/The compulsory superannuation system has come to the unexpected rescue of 2.5 million unemployed or low-hours workers with early release of super. ASFA puts the numbers together in this revealing report.
Read MoreFund People Update
/HESTA welcomes first head of portfolio design
JBWere to add 50 new bankers and financial advisers
First State Super poaches Hostplus executive manager
Australian Unity executive shuffle
Equity Trustees appoints independent director
Rest appoints CIO
Ian Perkins passes away
SMSF Association loses head of technical
IFM Investors loses equities co-head
ESG Aus and NZ Updates
/First State Super drops Rio Tinto from two portfolio options after sacred site destruction
Heated tobacco products blocked (for now) in Australia
AXA IM launches fourth global impact fund, doubles down on impact investing
ACCR report reveals members not putting their money where their mouth is on ESG
Fund Regulatory Update
/APRA requesting new super fund data to understand impact of pandemic on industry
Read MoreFund Company Update
/First State Super and VicSuper complete merger
Equipsuper merges Pitcher Retirement Plan
QSuper drops comprehensive financial advice
Cbus and Media Super talk merger
Fund Product Update
/Australian Unity launches new green bond fund
Amazon launches climate venture capital fund
Metrics Credit Partners launches private debt fund
F Securities launching new NASDAQ 100 ETFs
Vanguard launches SMSF capacity to personal investor
Survey shows Aussie's trust in advisers not breaking any records
/The CFA Institute’s most recent report into trust of advisers shows Australian investors are not very trusting at all.
Read MoreWomen adopting to robo-advice quicker than men
/The latest Investment Trends Robo-advice Report finds Americans uptake of robo advice exceeds Australians, and women are a little quicker on the uptake and have some preferences.
Read MoreISS Market Intelligence European Research Alert | June 26, 2020
/Market volatility takes some steam out of the European recovery.
Read MoreRisk People Update
/Pitcher Partners welcomes six new partners
Financial Executive Women (FEW) welcomes new CEO
MLC GM resigns
CBA loses executive GM of CBA Private
AMP Life appoints new executives
Risk Regulatory Update
/CPD relief for advisers during pandemic
smartMonday members compensated for non-compliant advice
APRA’s Westpac investigation update
ASIC suing CBA and CFS
Risk Company Update
/AMP receives approval to sell life business
Euroz and Hartleys to merge
TPB and FPA sign agreement to share data
Risk Product Update
/The Financial Planning Association of Australia (FPA) has announced its 2020 Congress will be online for the first time in response to the pandemic
Read MoreFund People Update
/Vanguard appoints head of Personal Investor
AMP Capital welcomes new CEO
UniSuper appoints chief risk officer
Cbus appoints head of infrastructure
HESTA appoints GM of investment data and systems
Pendal makes new appointments, strengthens ESG
Trustee of the Year Award
European Fund Insights - 12 June 2020
/Positive net sales and fund performance brings industry AUM within 9% of record high.
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