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Showing 291 - 300 of 583 results for "Directed"

Royal Commission challenges super regulators

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... Commission, Westpac subsidiary 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 ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... of the OneVue platform - includes a comprehensive super wrap, suite of risk-based pooled investments and an investor-directed portfolio service with 12 custom-built managed account portfolios. The managed account models are a blend of defensive and growth ...

Magellan funds record $331m profit

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... it - up 266% over the previous year. This spend has grown its brand awareness by 30% over the prior year in the self-directed retail channel. What's next for Magellan? Magellan said it has new products under development and is seeking to launch them ...

ASIC staff to investigate institutions from the inside

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... leader in the development and adoption of regulatory technology solutions, also known as regtech. The balance will be directed towards improving consumer access to the ASIC's Financial Adviser Register and ensuring compliance by licensees and advisers ...

Investment platform CFO steps down

JAMIE WILLIAMSON  |  FRIDAY, 3 AUG 2018
... brings about 30 years' experience in corporate secretarial and accounting. SelfWealth was established in 2012 for self-directed investors and went public in November 2017.

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... for new entrants to the 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 ...

Bell Financial expects solid H1 profits

KANIKA SOOD  |  WEDNESDAY, 11 JUL 2018
... proprietary platform, FUSION, will increase our competitive advantage across our group's entire client base, from self-directed private investors to major institutions," it said in a statement. It also provided an update on its US expansion - it has ...

Contango hires K2 distribution heads

KANIKA SOOD  |  WEDNESDAY, 11 JUL 2018
... from 25 people to nine, as it restructured business to focus away from the institutional market and towards the self-directed, self-managed superannuation market. The restructure followed Contango Asset Management's March 21 acquisition of Switzer Asset ...

Contango to launch global active ETF

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... business away from the institutional market and focus on the parts of our business that were growing - namely, the self-directed self-managed super market," Switzer said. "We've been experiencing significant growth and we've done a lot of work ...

Fidante eyes actively managed ETFs

KANIKA SOOD  |  THURSDAY, 14 JUN 2018
... most of them will like to launch at least one of their funds though an ETF," Saines said. ActiveX will aim to give self-directed clients access to the managers' popular active funds - but the adviser channel remains vital, Saines said. "I believe ...