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Showing 81 - 90 of 94 results for "IDP"

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 ...

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
As investors get jittery about their portfolios after Opes Prime and Lift Capital's collapse, the inherent feature of investors retaining beneficial ownership of their shares has become a key selling point for separately managed accounts (SMAs), industry ...

More acquisitions on the cards: EQT

ALEX DUNNIN  |  TUESDAY, 28 AUG 2007
Diversifying into funds management, private clients and corporate super and expanding northward into Queensland has helped push Equity Trustees to deliver a strong profit result for 2007 ahead of more expected acquisitions and growth next year. Equity ...

ASIC review to streamline IDPS rules

ALEX DUNNIN  |  THURSDAY, 21 JUN 2007
The Australian Securities and Investments 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 ...

Equity Trustees' sunny forecast

CHRIS NICHOLLS  |  MONDAY, 30 APR 2007
Equity Trustees has updated its 2006-07 full financial year forecast, with the board expecting a before-tax operating profit of nearly $12 million - almost a 66 per cent increase over last year. The prior forecast in December 2006 indicated operating ...

Credit Suisse pulls MasterWrap off the shelves

It was hinted at, talked about and it finally happened this month when investment group Credit Suisse announced its decision to close down its MasterWrap product. The group unveiled its MasterWrap almost two years ago to much fanfare and great expectations. ...

Wealthtrac signs up Lincoln Indicators

Wealthtrac have snared another client with Lincoln Indicators choosing the platform to distribute their Lincoln Indicators Australian Share Fund. "Wealthtrac provides us with the opportunity to reach a wider retail market, as well as offering additional ...

MIR expands offering into retail space

Boutique fund manager MIR Investment Management will offer a series of funds into the retail space through its alliance with Equity Trustees (EQT). The move follows on from MIR offering its three investments products, an Australian equities funds, an ...