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Showing 51 - 60 of 80 results for "IDPS"

FirstWrap launches cash management solution

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
... having a consolidated view of all their clients' transactions and available cash. "Clients can also have access to their IDPS cash account via ATM, chequebooks, online banking or throughout Commonwealth Bank's branch network," he said. The FirstWrap ...

ASIC calls out weak conflict policy in vertical business

ALEX BURKE  |  WEDNESDAY, 23 MAR 2016
... investigated companies with "at least two of funds management, responsible entity, superannuation trustee, platform structure (IDPS and IDPS-like structure), investment administration and custody business." The research focused on 12 "significant" fund ...

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... 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 and transaction ...

HUB24 FUA reaches $1.4 billion

ALEX BURKE  |  THURSDAY, 26 FEB 2015
... demonstrated by the Investment Trends award to HUB24 as 'Best Tablet/Smartphone Access' and strong growth across superannuation, IDPS and SMA products on the platform." HUB24 also announced it has partnered with GPS Wealth to deliver a new managed account ...

ASIC's whistleblowing demands too extreme: ACSA

JAMES FERNYHOUGH  |  TUESDAY, 12 NOV 2013

Trading platform bids to raise industry transparency standards

MARK SMITH  |  TUESDAY, 20 AUG 2013
... stringent adaptation of the ASIC Class Order (CO 02/294) from 2008 for businesses offering Investor Directed Portfolio Services (IDPS). Saxo's Australian chief executive Anthony Griffin said investors were not always given a complete picture about the ...

London firm Stratton enters Australian market

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

Wealthtrac launches cloud-based SMSF platform

MARK SMITH  |  FRIDAY, 5 APR 2013
... advisers and trustees need a range of additional systems, including a reporting platform, an accounting system and often an IDPS to manage the investments. The Wealthtrac SMSF platform brings the administration and reporting functions together, creating ...

Wealthtrac revises structure for independent market

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
... for superannuation. Wealthtrac has lowered this to $350,000 capped with a new maximum of $2,460 and $2,385 per annum for IDPS," Johnson said. Wealthtrac has stated that this makes them the lowest capped traditional platform in the marketplace, although ...

Count morphs into super entity with new AFSL

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Clarification around FOFA has positioned Count to become an Investor Directed Portfolio Services (IDPS) operator and Responsible Superannuation Entity (RSE) in respect of its strategic platform offerings. The independent dealer group said the cut of ...