Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 67 results for %22Investor Directed Portfolio Service%22

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed investors opening SMSF accounts declined. Perhaps unsurprisingly, generation X - those likely to inherit the bulk of the intergenerational ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN  |  THURSDAY, 23 NOV 2023
... Wamsteker continued highlighting Praemium's strategic measures, including the development of its Investor Directed Portfolio Services (IDPS) set for a 2024 launch, and operational transformation review that's expected to yield cost savings. Praemium ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
Betashares has unveiled a new investment platform for self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... investment management solutions," it said. Meanwhile, in line with its strategy to provide wealth solutions for self-directed investors and advisers, Clime said a dedicated data analytics program has been underway during the second half of FY23. It aims ...

ASIC revisits IDPS sunsetting orders

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
ASIC is seeking feedback from the investment management sector as it reviews investor directed portfolio services (IDPS) and IDPS-like schemes, with a focus on remaking sunsetting class orders. ASIC has released Consultation Paper 369 (CP369) Remaking ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
Saxo Australia today launched a suite of managed portfolios targeting self-directed investors and self-managed super funds. SaxoSelect offers seven managed portfolios with actively managed and index-based strategies. Three offerings are managed by BlackRock ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... admit or deny the conduct but agreed to a cease-and-desist order, a censure, and a US$4 million fine. "In response to investor demand, advisers like Goldman Sachs Asset Management are increasingly branding and marketing their funds and strategies as ...

Westlawn Financial Services cops stop orders

CHLOE WALKER  |  MONDAY, 24 OCT 2022
... their product will reach the target market and have appropriate distribution conditions in place to ensure the product is directed towards the target market." The news comes shortly after the regulator placed similar TMD stop orders on Sydney-based Holon ...

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... order to have a proper, diversified investment portfolio." Pinnacle Investment Management recently become a cornerstone investor in OpenInvest, backing the firm to the tune of $3 million.

Superhero launches super offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
... control over how their hard-earned money is invested," Winters said. "Australia has a well-established history of self-directed investing that is in stark contrast with our habit of defaulting into black box super funds. Most people consider the barriers ...
PAGE:
1
PREVIOUS
NEXT