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Showing 1 - 10 of 28 results for "Investor Directed Portfolio Service"

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 ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products. To be introduced in August, the HUB24 core offering will be ideal for clients with low ...

SuperConcepts ramps up digital transformation

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
SuperConcepts has undertaken a digital transformation strategy to fundamentally redesign the foundations of the business, says its chief technical officer. The self-managed super funds (SMSF) software and services provider announced it consolidated ...

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
SuperConcepts has launched an administrative tool to help self-managed super fund (SMSF) members oversee investments more efficiently. Connected Services gives members greater visibility and faster access to assets, in addition to bank accounts, term ...

ASIC outlines industry funding costs

ALEX BURKE  |  MONDAY, 9 OCT 2017
ASIC has released the forecast regulatory costs for industry participants as part of its new industry funding model. These costs vary across industry sectors. In the registered liquidator sector, for example, companies will have a minimum levy of $2500 ...

Poor compliance sees AFSL suspended

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2017
Failure to fulfill key compliance and reporting obligations has resulted in the suspension of an AFSL by ASIC. As part of its ongoing efforts to improve standards across the financial services industry, the regulator suspended the licence of Australia ...
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