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Showing 31 - 40 of 67 results for %22Investor Directed Portfolio Service%22

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
... For example, increasing economic and political uncertainty at home and around the world is making risk management and portfolio diversification an increasingly important consideration," he said. When it comes to robo-advice, a common theme among the ...

Poor compliance sees AFSL suspended

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2017
... services including general financial product advice and custodial or depository services other than investor directed portfolio services for wholesale clients. ASIC commissioner John Price said: "Licensees are required to lodge financial statements and ...

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 ...

Automated retirement product gains recognition

DARREN SNYDER  |  MONDAY, 15 AUG 2016
... provide members with a greater level of reliability and comfort around their income in retirement." Separately, online investor portal SelfWealth was a winner in the software innovation category. The award recognised SelfWealth's research and development ...

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
... advice available to all Australians at an affordable price, and we are pleased this is resonating strongly with self-directed investors."

HSBC joins mFund service

DARREN SNYDER  |  MONDAY, 4 APR 2016
... HSBC Australia head of retail banking and wealth management Graham Heunis said the firm is committed to offering self-directed investors a wide range of wealth solutions. "Expanding our online trading service with mFund is a great opportunity for our ...

Spring FG prepares fintech launches with appointment

DARREN SNYDER  |  MONDAY, 25 JAN 2016
... direct-to-consumer self-managed super fund (SMSF) establishment, administration and investing service that will offer self-directed investors a broad range of investment options, portfolio management tools and information and education resources. "Later ...

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... practices will gain access to HUB24's white label platform, which include both superannuation and investor directed portfolio services (IDPS) with fully integrated custodial and non-custodial assets. They will also use the platform's consolidated reporting ...