Search Results | Showing 21 - 30 of 67 results for %22Investor Directed Portfolio Service%22 |
| | ... next move should be to consider the appropriateness of that decision. "If the changes made to portfolios align with an investor's time horizon and risk profile, and were based on good research then there may not be a need to revert to the previous portfolios," ... |
| | | ... platform, mysuper247. Originally created as an SMSF establishment and administration service for non-advised and self-directed investors, the platform will relaunch as a retail superannuation offering "in due course." The diversified wealth management ... |
| | | ... 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 superannuation ... |
| | | ... private label 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 ... |
| | | ... 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 clients with low ... |
| | | ... to assets, in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending. |
| | | ... to assets, in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending. Existing SuperMate or SuperConcepts SMSF administration clients can use ... |
| | | ... market capitalisation of $26.1 million. "Since we launched five years ago, we have gone from strength to strength and self-directed investors have really embraced our offering with our disruptive trading platforms continuing to gain traction and market ... |
| | | ... capabilities into the investment sector," Ward said. "With our two-tier offering, targeting the country's growing number of self-directed investors, we are uniquely positioned at the forefront of this second evolution with our differentiated technology ... |
| | | ... value of assets in all unregistered managed investment schemes issued by the trustee. Operators of investor directed portfolio services will pay a minimum levy of $10,000 which will be graduated based on revenue from activities. For Australian market ... |
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