FRIDAY WEALTH MANAGEMENT UPDATE 1 Oct 2021

On Fridays, we put together wealth management industry news that may be of interest to professionals in superannuation, life insurance, banking & credit, or investments!

B & K Consulting Wealth Management Industry Update Concept – high rise building

Spaceship raises account fees. https://www.investordaily.com.au/latest-news/49996-spaceship-raises-account-fees-for-the-first-time

Environmental, social, and governance ETFs and ETPs experienced net inflows of US$11.24 billion in August. https://www.investordaily.com.au/markets/49978-esg-etfs-etps-boom-with-billion-dollar-inflows

Clean Energy Finance Corporation backs Artesian Green and Sustainable Bond Fund with $25 million. https://www.investordaily.com.au/superannuation/49979-cefc-backs-aussie-first-corporate-green-bond-with-25m

Finbold research reveals APAC Neobanks onboard > 130 million new customers in 2021. https://finbold.com/neobanks-in-apac-onboard-more-than-130-million-new-customers-in-2021/

TPG Capital leads $1.38 billion bid for Australian salary packaging and fleet management services company Smartgroup. https://www.afr.com/street-talk/tpg-consortium-packages-up-1-38b-bid-for-smartgroup-20210929-p58vm0

MFS Investment Management launches small cap fund, MFS Global New Discovery Trust. https://www.moneymanagement.com.au/news/people-products/mfs-launches-small-cap-fund

APRA proposes more stringent rules around how super funds value unlisted assets. https://www.financialstandard.com.au/news/apra-proposes-further-unlisted-valuation-rules-179789883

MLC Life Insurance launches new range of income protection insurance products with Income Assure and Income Assure+. https://www.mlcinsurance.com.au/about-us/media/mlc-life-insurance-launches-new-income-protection-product-range

WAM Capital makes bid to acquire PM Capital Asian Opportunities Fund. https://www.moneymanagement.com.au/news/funds-management/wam-capital-targets-pm-capital-fund

Asgard Employee Super to shutter next month. https://www.financialstandard.com.au/news/failing-asgard-super-option-to-close-179789887

Vanguard lowers costs of several Australian fixed-interest funds. https://www.ifa.com.au/news/30158-vanguard-cuts-costs-on-fixed-interest-funds

Government releases exposure draft legislation and consultation documents for the Better Advice Bill, includes increase in the Financial Adviser Standards and Ethics Authority FASEA exam fee. https://www.moneymanagement.com.au/news/financial-planning/advisers-pay-more-fasea-exam-under-asic

AFA announces the winners of Great Advice Awards: https://www.adviservoice.com.au/2021/09/winners-of-afa-great-advice-awards-announced/

We are an Australian based wealth management recruitment firm. We specialise in recruitment for banking & credit, superannuationlife insurance, and investment professionals- both temporary and permanent. The consultants at B & K Consulting are also active participants and contributors in leading industry forums in Wealth Management, such as ALUCA, ANZIIF, ASFA, FSC, FEAL, and CFA Society. If you are interested in learning more about how we are involved, what types of roles we have available or are looking for new talent, please email us at future@bkcon.com.au or call us at 02 9888 7888 for more information. Visit our job listings for current opportunities.

 

B & K News

How My Sabbatical Saved Me from the Great Resignation

by Elaine Lopez 2021 was my most successful and lucrative year in recruitment, yet it…

WEALTH MANAGEMENT UPDATE April 2022

On Fridays, we put together wealth management industry news that may be of interest to...

KP’s back from vacay

Who has noticed it’s been too quiet without Kevin Pickard around🦗? Do not fret, he is back…

Happy First Anniversary, Claudine!

Happy Anniversary to our Resourcer & Candidate Care Specialist, Claudine🎉!! We wanted to share a little…

WEALTH MANAGEMENT PEOPLE MOVEMENTS April 2022

Here's our recap on recent people movements in the wealth management industry

QUARTERLY wealth management NEWSLETTER – April 22

Our third newsletter of the year. Check out a recap of the last few months...

WEALTH MANAGEMENT PEOPLE MOVEMENTS Mar 2022

Here's our recap on recent people movements in the wealth management industry

Goodbye Xylia!

We are sad to announce that last week was the last week our amazing Resourcer…

WEALTH MANAGEMENT UPDATE March 2022

On Fridays, we put together wealth management industry news that may be of interest to...

How my undergrad part-time experience at B & K helped me to land my first corporate job!

  As my time with B & K comes to an end, I have found…

Adrian’s back from vacay

You may have noticed that Adrian has been away for the last couple of weeks. Adrian has…

IWD 2022

  Today is International Women’s Day and the theme this year is #BreakTheBias. At B &…

FRIDAY WEALTH MANAGEMENT UPDATE Feb 2022

On Fridays, we put together wealth management industry news that may be of interest to...

WEALTH MANAGEMENT PEOPLE MOVEMENTS Feb 2022

Here's our recap on recent people movements in the wealth management industry

Elaine is back

Our specialist consultant, Elaine Lopez is back this week! After a month and a half of rest,…

B & K x Women In Super x AGSM @ UNSW

  This video is special to us because it’s the first time B & K…

WEALTH MANAGEMENT PEOPLE MOVEMENTS 31 Jan 2022

Here's our recap on recent people movements in the wealth management industry

FRIDAY WEALTH MANAGEMENT UPDATE 28 Jan 2022

On Fridays, we put together wealth management industry news that may be of interest to...

QUARTERLY wealth management NEWSLETTER – jan 22

Our third newsletter of the year. Check out a recap of the last few months...

WEALTH MANAGEMENT PEOPLE MOVEMENTS 24 Jan 2022

Here's our recap on recent people movements in the wealth management industry

FRIDAY WEALTH MANAGEMENT UPDATE 21 Jan 2022

On Fridays, we put together wealth management industry news that may be of interest to...

WEALTH MANAGEMENT PEOPLE MOVEMENTS 18 Jan 2022

Here's our recap on recent people movements in the wealth management industry

FRIDAY WEALTH MANAGEMENT UPDATE 13 Jan 2022

On Fridays, we put together wealth management industry news that may be of interest to...

WEALTH MANAGEMENT PEOPLE MOVEMENTS 11 Jan 2022

Here's our recap on recent people movements in the wealth management industry

FRIDAY WEALTH MANAGEMENT UPDATE 7 Jan 2022

On Fridays, we put together wealth management industry news that may be of interest to...