Search Results | Showing 21 - 30 of 67 results for "IDPS" |
| | ... the market and have grown strongly, we have also experienced significant growth in our Investor Directed Portfolio Service (IDPS or Wrap account) which now represents approximately 60% of our FUA and 70% of our annual net inflows," they added. They pointed ... |
| | | ... introduced fee reductions to international listed securities administration fees and foreign currency conversion fees on IDPS and Super products earlier this year. These changes give financial advisers and their clients more cost-effective access to ... |
| | | ... association said, adding the scope will be broad and encompass platforms, managed account issuers, advisers, SMAs, MDAs and IDPS'. ASIC has additionally commissioned a survey of advisers along with a benchmarking study into managed account functionality ... |
| | | ... BT Financial Group admitted to an error that charged customers fees with respect to Investor Directed Portfolio Services (IDPS)-like products. Such products were administered by Asgard Capital Management, and for certain superannuation products BT Funds ... |
| | | ... general reserve to compensate those members and refusing to replenish the general reserve; and Prioritising to the interests of IDPS-like members by wholly compensating them from the NCS (a NAB subsidiary)settlement money, while partly compensating TPS ... |
| | | ... investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products. To be introduced in August, the HUB24 core offering will be ideal for clients with low account ... |
| | | ... delighted to be working with Fitzpatricks to deliver a tailored solution across multiple product structures including MDA, IDPS and superannuation. He acknowledged Fitzpatricks as an early pioneer in the managed accounts space. "Licensees and advisers ... |
| | | ... (SMA) investment options which hold $17 billion or 30% of the market. The second is managed accounts that are essentially IDPS platforms which hold $15 billion or 25% of the market. The third and largest segment is managed discretionary accounts (MDA) ... |
| | | ... appointment of Perpetual Corporate Trust as the responsibility entity for the high conviction fund, and its addition to HUB24's IDPS platform. "Investor demand for high performing, capacity-constrained small and mid-cap equity funds continues to grow," ... |
| | | ... small and mid-cap equities manager Ophir Asset Management announced the addition of its Ophir High Conviction Fund to HUB24's IDPS platform. Launched in 2015, the fund provides investors with a concentrated exposure to a portfolio of Australian companies ... |
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