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Showing 31 - 40 of 80 results for "IDPS"

HUB24 net inflows up 72%

ALLY SELBY  |  WEDNESDAY, 22 APR 2020
... available to 87. The specialist platform also confirmed that its strategic initiatives, including ClearView's new whitelabel IDPS and super products, had been progressing despite market and economic uncertainty. "The HUB24 team are now working with ...

ASIC imposes AFSL conditions on IOOF

JAMIE WILLIAMSON  |  MONDAY, 28 OCT 2019
... IOOF Investments Services Limited (IISL) sought a variation of its licence in order to transfer a managed investment scheme, IDPS and advice activities from IOOF Investment Management to IISL under the group's broader reorganisation plan to split ...

Government moves to expand design, distribution laws

HARRISON WORLEY  |  FRIDAY, 13 SEP 2019
... government has released updated design and distribution obligations, which now extend to investor directed portfolio services (IDPS), basic banking products, products sold in certain situations where the obligations could be avoided, and simple corporate ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
... the market and have grown strongly, we have also experienced significant growth in our Investor Directed Portfolio Service (IDPS or Wrap account) which now represents approximately 60% of our FUA and 70% of our annual net inflows," they added. They pointed ...

HUB24 launches multi-currency functionality

KRISTI CHENG  |  THURSDAY, 25 JUL 2019
... introduced fee reductions to international listed securities administration fees and foreign currency conversion fees on IDPS and Super products earlier this year. These changes give financial advisers and their clients more cost-effective access to ...

ASIC sharpens focus on managed accounts

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... association said, adding the scope will be broad and encompass platforms, managed account issuers, advisers, SMAs, MDAs and IDPS'. ASIC has additionally commissioned a survey of advisers along with a benchmarking study into managed account functionality ...

Royal Commission challenges super regulators

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... 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 products BT Funds ...

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... general reserve to compensate those members and refusing to replenish the general reserve; and Prioritising to the interests of IDPS-like members by wholly compensating them from the NCS (a NAB subsidiary)settlement money, while partly compensating TPS ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... 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 account ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... delighted to be working with Fitzpatricks to deliver a tailored solution across multiple product structures including MDA, IDPS and superannuation. He acknowledged Fitzpatricks as an early pioneer in the managed accounts space. "Licensees and advisers ...