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Showing 81 - 90 of 92 results for "IDP"

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 ...

Navigator increases range of investment options

Navigator has announced that it has increased the range of investment options available via its Personal Investment Plan and Personal Retirement Plan services. While two funds, BT Wholesale Property Securities Fund and Portfolio Partners Emerging Shares ...

Equity Trustees and SG Hiscock team up for a third offering

Equity Trustees and boutique fund manager SG Hiscock and Company today announced they are now offering the EQT SGH Absolute Return Trust to the retail and investor directed portfolio services (IDPS) markets. It is the third offering to the retail market ...