The latest issue of Financial Standard now available as an e-newspaper
|Showing 11 - 20 of 28 results for "Investor Directed Portfolio Service"|
|... To be eligible for the extended transition, super fund trustees, responsible entities and investor directed portfolio service (IDPS) operators must provide certain fees and costs information to ASIC using a form published on the regulators website.|
|... with existing financial planning software. Sahgal noted Macrovue is not a wrap platform or investor directed portfolio service, does not pool funds or combine trades and, most importantly, does not charge funds under management fees. It only charges ...|
|... the MLC Masterkey and Plum Superannuation Fund investment committees and the Super Wrap and Investor Directed Portfolio Service (IDPS) committee. The appointment follows National Australia Bank (NAB) announcing in July that it would merge five of its ...|
|HUB24 will provide investment and superannuation platform services to an independent dealer group with more than 100 advisers and about $3.4 billion in funds under advice. Fortnum Financial Group's 34 advice practices will gain access to HUB24's white ...|
|Endeavour Securities has white-labelled OneVue's new LUMINOUS platform. Endeavour, which is owned by the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to ...|
|... accessed hedge funds through the retail direct channel and 49% through retail indirect through an investor directed portfolio service. The largest net exposure for hedge funds was to listed equities (approximately $26.3 billion), with cash coming in ...|
|A new initiative calling on all financial services firms to boost transparency has been launched by online trading specialist Saxo Capital Markets Australia (Saxo). Saxo will send a quarterly review to all its clients to check between clients' trading ...|
|... minimum initial investment is $1 million, although it can be lower if it is done through an Investor Directed Portfolio Service (IDPS).|
|Advisers and fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing ...|
|... the expansion of the distribution team reflects EST's commitment to the growing retail and investor directed portfolio service market.|
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New research has found global flows to socially responsible investment (SRI) equities ETFs almost doubled between 2020 and 2021.
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A Financial Standard Power50 financial adviser and practice owner has sold his firm to Tribeca Financial.
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Raiz Invest has announced a strategic investment by Seven West Media to accelerate growth of its business.
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AMP is forging ahead with its planned demerger that is due to take effect in the first half of 2022.
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