Risk People Update
/AIA Australia welcomes new management team
FPA farewells GM of policy and advocacy
Risk Product Update
/Midwinter provides advisory software for students
intelliflo enters Australia with hybrid advice solution
FYG Planners launches adviser software for client relationships
Fund Regulatory Update
/ASIC seeking feedback on expiring class orders regarding financial resource requirements
APRA responds to SDT amendments consultation
Government: Tax to double on high superannuation balances
Fund Product Update
/Platinum launches quoted global transition fund
Meezan launches Sharia-compliant platform
Fund Company Update
/Allan Gray exiting platform and superannuation
Pengana launches specialist capital markets business
AMP’s real estate arm sale to Dexus extended
Fund People Update
/UBS appoints non-executive chair
ART makes leadership changes
ASX welcomes group executive
Fund Regulatory Update
/Government: Sex abusers no longer able to hide assets in super to avoid paying compensation to victims
APRA imposes licence conditions on Diversa Trustees, ASIC steps in over greenwashing
Interim stop order on Pivotal Diversified Fund
FSC releases standard for claims handling in superannuation
Fund Company Update
/WTW combines APAC business
AvSuper merger update
JANA buys Insignia
Pendal acquisition complete
Risk People Update
/AZ NGA welcomes CFO
Commissioner leaves ASIC
Fund Product Update
/CFS FirstChoice adds Quay Global fund
BlackRock restructures Australian equities offering
Global X launching covered call products
HUB24 launches ESG functionality for advisers
Fund People Update
/Prime Super welcomes new directors
BlackRock appoints HK-based APAC wealth head
Spaceship drops four staff, restructures leadership team
Bennelong appoints global CEO
UniSuper appoints investment professionals
Risk Company Update
/Fin365 announces two mergers
Moggs (CountPlus) acquires Gubbins
Risk Regulatory Update
/AFA/FPA merger update
Olive Markets AFSL cancellation upheld by AAT
AIOFP recommendations for managing impact of LIF changes
ASIC: advisers can provide home equity advice
ASIC: Adviser exam fee increase
Westpac/BT class action settlement $29.5m
State Street Investor Confidence Index December 2022
/In December, the State Street Investor Confidence Index (ICI) dropped 14.4 points to 75.9, the lowest reading since the start of the pandemic.
Read MoreISS European Monthly Insight - November 2022 Highlights
/European AUM grew by 2.95% in November, closing at €11.8 trillion.
Read MoreAsian Monthly Insight - November 2022 Highlights
/Investment fund assets in Asia rose to US$4.6 trillion, largely on the back of rising asset prices. Net sales remained muted at US$17.3 billion.
Read MoreFund Company Update
/TWUSUPER and Mine Super consider merger
Fund Product Update
/Global X launches carbon, uranium ETFs
JP Morgan launch sustainable infrastructure ETF
VanEck launches gold bullion ETF
Vanguard Super lifecycle option launched
Fund People Update
/Morningstar loses two investment professionals
Vanguard farewells head of corporate affairs
Aviva appoints real assets head
AustralianSuper leadership changes
Pendal board members join Perpetual board
WTW appoints new board members
UniSuper welcomes head of business development and partnerships
NGS appoints senior investment operations manager
Aware Super welcomes head of income assets
Ausbil CEO retiring
Fund Regulatory Update
/National Advice Solutions AFSL cancelled, advisers banned
ASIC: 21 credit licences cancelled or suspended
ASIC drops $500k SMSF threshold
Provide Capital in court over lack of documents
Government: Climate disclosure regime consultation
