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Showing 51 - 60 of 82 results for "IDPS"

New director for NAB super trustee

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... non-executive director of the NAB Advice and Licenses board and member of its investment committee, a member of the Super Wrap and IDPS Investment Committee, and the Masterkey and Plum Investment Committee. As previously reported by Financial Standard ...

Former Russell CEO joins MLC trustee board

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
... 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 super funds ...

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 ...