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Showing 51 - 60 of 67 results for "IDPS"

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... Management Limited is the trustee and operator of a superannuation master trust and Investor Directed Portfolio Service (IDPS) products. MoneyOne.Com.Au Limited is responsible for the development of desktop and online services for financial advisers ...

FSP transitions to Oasis

COMPANY RELEASE  |  FRIDAY, 12 JUN 2009
Oasis Asset Management Ltd has transitioned the administration of FSP Portfolio Services' superannuation and IDPS products onto its platform. Oasis managing director Wayne Lowe said the transition was of the "largest transitions ever attempted in our ...

Caravan parks deliver high income

MICHAEL HOBBS  |  MONDAY, 30 MAR 2009
... per cent by 2020. Financial planners can now access to the fund easier after it was placed on the Macquarie Wrap for both IDPS and super/pension platforms. Reon Botha, Aspen Group national distribution manager, said having the fund available on the Macquarie ...

Avanteos launches managed account

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
... flexibility for financial planners. The managed account's first phase is an individually managed account (IMA) product within its IDPS. "While the first phase of Avanteos' managed account solution in an IMA, the way the product has been developed means ...

IMAP gains Aviva muscle

RUTH LIEW  |  MONDAY, 2 JUN 2008
... investment team responsible for the development of Navigator's investment product range at Aviva. He is in charge of the Navigator IDPS, managed accounts, share services, margin lending and multi manager unit trusts among other divisions. "We wanted ...

FSP and Oasis sign admin deal

MICHAEL HOBBS  |  THURSDAY, 15 MAY 2008
FSP Portfolio Services has switched its administrator of superannuation and IDPS products from Avanteos to Oasis Asset Management. Avanteos will continue to work with FSP Portfolio Services until the scheduled change to Oasis Asset Management in April ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... in managed accounts. With most of the groups that I speak with, there is a bias using the managed investment scheme, or an IDPS type scheme. We believe the reason is that financial planners are already operating in that model now and that by using SMAs ...

More acquisitions on the cards: EQT

ALEX DUNNIN  |  TUESDAY, 28 AUG 2007
... The 2007 results do not however reflect the impact of their acquisition of Freedom of Choice superannuation mastertrust and IDPS from Australian Unity in June 2007, an acquisition they expect will boost earnings even more in 2008.

ASIC review to streamline IDPS rules

ALEX DUNNIN  |  THURSDAY, 21 JUN 2007
... Commission (ASIC) is undertaking its first ever review of the rules around licensing for Investor Directed Portfolio Services (IDPS) which it hopes will simplify some of their operating rules and reduce barriers to entry for new competitors. "[The outcome ...

Equity Trustees' sunny forecast

CHRIS NICHOLLS  |  MONDAY, 30 APR 2007
... opening at the end of 2006 and the recent announcement of our intended acquisition of the Freedom of Choice master trust and IDPS. "These initiatives indicate that we are not standing still. It is our intention to continue to grow our business in the ...