Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 92 results for "IDP"

Wealthtrac revises structure for independent market

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
Independent platform provider Wealthtrac has updated their pricing for advisers to address the fee-for-service environment, including lowering the administration fee cap. Wealthtrac managing director and chief executive Matthew Johnson said the move ...

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 ...

Platforms bounce back after GFC

ALEX DUNNIN  |  TUESDAY, 22 MAR 2011
Platform funds under administration (FUA) by end December 2010 reached $397 billion, just below its pre-GFC $400 billion 2007 peak, meaning that as terrible as the GFC fallout was, it only set back Australia's wealth creation plans by two years. The ...

EQT reopens small companies fund

COMPANY RELEASE  |  FRIDAY, 27 NOV 2009
Equity Trustees and SG Hiscock have reopened their EQT SGH Wholesale Small Companies Fund after a hiatus. Equity Trustees is the Responsible Entity of the fund, while SG Hiscock is the investment manager. The move follows increasing interest from existing ...

Oasis adds two groups and recovers FUM

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
Oasis Asset Management is set to increase the number of active financial planners on its platform by 60 per cent after signing on two new dealer groups and, in six months, saw funds under management (FUM) jump from $3.5 billion to $5.4 billion. Oasis ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
Following adviser feedback, platform provider Oasis Asset Management is looking to add exchange traded funds and separately managed accounts into its platform, while boosting its direct shares offering. Andrew Rawlinson, director of distribution at ...

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
Caravan park funds are shaping up to be a fresh option for financial planners looking for income-producing products after Aspen Parks Property fund returned more than eight per cent in income last year. According to the firm's December fund report ...

Avanteos launches managed account

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
Avanteos is building on its direct equities service and launching its managed account product to provide greater transparency and flexibility for financial planners. The managed account's first phase is an individually managed account (IMA) product ...

IMAP gains Aviva muscle

RUTH LIEW  |  MONDAY, 2 JUN 2008
The Institute of Managed Accounts Providers (IMAP) is aiming to spread the platform reach of separately managed accounts (SMAs) with the appointment of Aviva manager of investment products, Peter Rowley, as an IMAP director. Rowley currently heads up ...