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Showing 1 - 10 of 33 results for "Investor Directed Portfolio Service"

ASIC considers changes to net asset requirements

ELIZA BAVIN | WEDNESDAY, 18 MAR 2026

ASIC is seeking feedback on options for increasing the net tangible assets (NTA) requirement for responsible entities of registered managed investment schemes. In addition, ASIC is looking at increasing the NTA requirements that apply to other fund ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI | MONDAY, 24 NOV 2025

... disciplined risk framework." The fund will be distributed by T. Rowe Price and be available to both Investor Directed Portfolio Service (IDPS) and superannuation accounts. T. Rowe Price country head for Australia and New Zealand Darren Hall said that ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN | WEDNESDAY, 4 DEC 2024

ASIC has released its first publication of industry-wide data reported under the internal dispute resolution (IDR) data reporting framework, flagging concerns firms are not reporting data accurately. Under the IDR framework, most licensed financial ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN | THURSDAY, 23 NOV 2023

Praemium's stock tumbled following a projected revenue margin decline and higher operating costs announced at yesterday's 2023 annual general meeting. The wealth platform updated its financial outlook indicating that its average revenue margin ...

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 ...

ClearView risk chief joins IOOF

ELIZABETH MCARTHUR | FRIDAY, 18 JUN 2021

... oversee governance practices and processes, supporting the group's APRA-regulated entities and Investor Directed Portfolio Service operators in meeting their obligations. She boasts a long career in risk and compliance roles, including as head of CIO ...

ASIC delays RG97 again

KARREN VERGARA | THURSDAY, 10 SEP 2020

The corporate regulator is delaying RG97 fee and disclosure requirements for two years as a result of COVID-19. ASIC said it is pushing back the timeframe when superannuation funds and managed investment product issuers are required to update their ...

Government moves to expand design, distribution laws

HARRISON WORLEY | FRIDAY, 13 SEP 2019

Consultation is open for exposure draft regulations extending the Federal government's design and distribution obligations. The government has released updated design and distribution obligations, which now extend to investor directed portfolio services ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA | MONDAY, 19 AUG 2019

... lead the market and have grown strongly, we have also experienced significant growth in our Investor Directed Portfolio Service (IDPS or Wrap account) which now represents approximately 60% of our FUA and 70% of our annual net inflows," they added. They ...

Royal Commission challenges super regulators

KARREN VERGARA | TUESDAY, 28 AUG 2018

The Royal Commission cast serious doubts over the ability of APRA and ASIC to effectively regulate the superannuation industry, questioning their purpose in safeguarding retirement savings and the stability of the financial system. In his fifth round ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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When geopolitics becomes a portfolio risk

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