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Showing 11 - 20 of 28 results for "Investor Directed Portfolio Service"

Super funds receive guidance on RG97

DARREN SNYDER  |  TUESDAY, 21 FEB 2017
... 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.

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... 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 ...

Former Russell CEO joins MLC trustee board

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
... 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 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
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 joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
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 ...

Hedge fund returns down 10% in 2014

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... 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 ...

Trading platform bids to raise industry transparency standards

MARK SMITH  |  TUESDAY, 20 AUG 2013
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 ...

London firm Stratton enters Australian market

LAURA MILLAN  |  MONDAY, 13 MAY 2013
... minimum initial investment is $1 million, although it can be lower if it is done through an Investor Directed Portfolio Service (IDPS).

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
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 ...

Equity Trustees appoints new business development exec

MARK SMITH  |  FRIDAY, 9 NOV 2012
... the expansion of the distribution team reflects EST's commitment to the growing retail and investor directed portfolio service market.