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Showing 1 - 10 of 66 results for "IDPS"

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
Centrepoint Alliance is working to launch a new, "competitively priced" IDPS and superannuation platform, a strategic initiative outlined as it posts $140.5 million in gross revenues for 1H24 and $4.9 million in profits. Centrepoint said it has partnered ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN  |  THURSDAY, 23 NOV 2023
... continued highlighting Praemium's strategic measures, including the development of its Investor Directed Portfolio Services (IDPS) set for a 2024 launch, and operational transformation review that's expected to yield cost savings. Praemium expects ...

Advance Asset Management ceases direct distribution

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... only be available to those who satisfy the definition of a wholesale investor or who access the funds through a platform or IDPS. Existing direct investors will be able to continue making additional investments in the funds, however no applications for ...

ASIC revisits IDPS sunsetting orders

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
ASIC is seeking feedback from the investment management sector as it reviews investor directed portfolio services (IDPS) and IDPS-like schemes, with a focus on remaking sunsetting class orders. ASIC has released Consultation Paper 369 (CP369) Remaking ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... those who do not. Other sub-sectors would be combined in the super trustees, responsible entities, wholesale trustees and IDPS sub-sectors, market infrastructure and intermediaries sector, and credit providers and intermediaries sub-sector as well. The ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... make up 52% of the managed accounts market, as at 2021 end. Managed discretionary accounts make up 40% of FUA while other IDPS wrap investment schemes hold 8%. "SMAs are taking over from MDAs because they are easier for financial advisers to offer to ...

Nanuk AM lists active ETMF

JAMIE WILLIAMSON  |  MONDAY, 21 MAR 2022
... has made its New World Fund available on the ASX. The Nanuk New World Fund is also now available via direct application and IDPS platforms as an active exchange traded managed fund. Its ASX ticker code is NNUK. Citi has been appointed responsible entity ...

ASIC consults on refreshing PDSs, FSGs

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... changes includes making relief in instruments that relate to shorter PDSs and PDS obligations for superannuation trustees, IDPS operators and responsible entities of IDPS-like schemes into one new instrument. Stakeholders from superannuation trustees ...

IOOF completes platform overhaul

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
... administration. The migration promises new features such as better online advice-fee renewals, company account structures for IDPS accounts, an adviser activity dashboard, at-limit trades, and the use of DocuSign for non-binding and binding non-lapsing ...

Bitcoin exposure added to platform

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
... is available to wholesale investors through the Powerwrap product suite. MBF provides access to a pure bitcoin fund via an IDPS-like scheme, supported with complementary research and education. The Fund targets nearly 100% allocation to bitcoin and securely ...
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